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December 18
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STILL AN UNCERTAIN 4Q2019 |
Fall Retail Not Great; Maye Bad Data?; Single Family Housing Starts Trending Upward But Not Multifamily; More Younger & Lower Income Looking To Buy a Home; Fewer Middle-High Income Consumers of All Ages Plan to Buy a Vehicle; Consumer Wealth Gains Slow in 4Q21009 |
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December 18
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STILLAN |
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December 16
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HANDOUT |
Handout + Forecast table |
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December 6
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NOT SURE ABOUT THIS ONE |
December Payroll Jobs Rise Well Above Striking GM workers; Services Wages Slow, but Upward Revised In the Slowing Goods Industries (Huh??); Reported Gains in Retail, Leisure & Education Unlikely; Perhaps Some Part Time Issues?; Appear To Be Jobs For All; Which Should Help Consumer Moods |
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December 5
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MORE OF THE SAME UNCERTAINTY |
Real spending Slows in October; Unemployment Concerns Rise; Housing Sales Improving; Energy Bills Not Particularly Relevant; Bankcard Lending Slowing |
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