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September 30
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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September 24
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HANDOUT |
September 2019 Handout |
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September 23
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WHICH WAY NOW? |
Net Worth Continues Expanding; Household Real Estate Value Revised Up; FOMC Uncertainty Insurance?; Housing Forecasts Likely to Be Upward Revised; Wither Vehicle Production?; Lodging Demand Sill Slow |
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September 16
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WATCHING WHO DOES WHAT |
Consumer Borrowing; Net Extensions of Consumer Credit; Spending Share Rises for Millenials; Retail Sales Not as Good as 1st Glance; Increasing Wealth & Earnings Concerns; Consumer is Worried |
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September 9
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JUST AS EXPECTED - SO FAR |
Job Growth as Expected; Higher Earnings Support Wage Growth; Worker shortage? Not for Census; forecast is for Modest Improvement in Employment Growth; But Moods are Fading; Refi to Lower Payments |
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September 3
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LOWER INCOME BUT TARIFF BUY IN ADVANCE SPENDING A PLUS |
Income Growth Clearly Slowing But Pre Buying Help Spending; Vehicle Prices Rising, Sales Volatile; Non Vehicle Durables Also Buy In Advance; Too Many Inventories?; Sentiment Slowing Now Apparent For A Year; Older Consumers Weather Markets, Home Prices |
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