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August 31
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MONEY MATTERS |
Spending & Wages Continue to Rise, but DPI Slows; Government Assistance Supplements Slow Wage Growth; Durable Goods Demand Has Surged; Especially Sporting Goods, Boats & Vehicles; But This Is Not Supported By Growing Debt Balances; Could It Be Related to Student Debt Forbearance? |
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August 28
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BEST OF MOMENTUM |
Consumer spending highlights. |
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August 24
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HANDOUT |
Handout & Forecast Table |
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August 17
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STILL UNCERTAIN, BUT BETTER |
Most Retailers Recover; Back to Pre-Pandemic Year Over Year, But Mo Pent Up Demand; Consumer Mood Poor, Business Better; Probably Due To Inflation; Census Hires; What Is Small in Share But Big In Dollars? |
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August 10
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A LITTLE BETTER |
Wages grow Again; ECI Slows; Workers, Workweek Stabilize; We Expect 3Q Jobs Recovery, But Short of 2Q losses; Finally Some Credit Growth; ut Lenders Are Nervous |
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August 3
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DEFINITELY A "V" |
Big Rebound Likely in Consumer Spending In 3Q; Wages Growing Again; Consumers' Problem Is NOT Lack of $$; Wages Slow but Benefits Rise; Consumer is Uncertain; Prices Up |
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