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July 30
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OLD NEWS |
Higher Prices, Slowing Demand Shows In Consumer Spending; Even more Visible Tax Benefits Offset By Higher Energy Costs; Wage Growth Benefits fromWorkweek, Not Mush Else; Housing Slowing For a Year Now; Homeownership Better, But Low Compared to Recent Decades |
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July 25
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WHATEVER IT WAS - IT'S OVER |
2 of 3 Jobs Indicators Slowing; Employment Dramatically Sower in Pacific; Revised Home Sales & Price Data Show Slowing Even More Clearly; especially in West & South; FHA Home Price Indicator Slow; Hotel Occupancy Slowing Globally |
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July 17
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THE CONSUMER NEEDS AMAZON PRIME DAY |
Higher Prices Boost Retail Sales in May; But June More Temperate; Higher Prices Put Real Growth at Risk; Tax Reduction Moderate To-Date;
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July 9
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LOKING FOR LATE CYCLE EXCESSES |
Wage growth Healthy; Payroll Data Questionable; Buy in Advance -- Houses? Vehicles Uncertain Sentiment
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July 2
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BEST OF MOMENTUM |
Consumer Spending Overview |
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