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October 30
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BEST OF MOMENTUM |
Consumer spending highlights. |
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October 28
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HANDOUT |
HANDOUT
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October 27
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BIG + DATA WEEK |
Quarter to Quarter vs. Yr/Yr; Moods Need a Boost; Home Sales Slow; Unsustainable Housing Poses Risk to 4Q; Upper income Benefits Most from Direct & PPP Payments; Homeownership Survey Came With Reliability Warning |
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October 19
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MIXED MESSAGES |
No Mood Lift Yet; Unadjusted Retail Sales = Year Ago Levels; Retail Sales Boost From Used Vehicles; Hotel Occupancy on Hold; Census Winding down; The Consumer Thinks "It's The Government's Fault" |
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October 12
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BORROWERS vs LENDERS – JOBS vs MONEY |
Revolving Credit Growth Plunges; Big Savings From Lower Debt + Interest Costs; Big Hiring Plans; Beware Low Tax Refunds 2021
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October 5
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OCT. 2020 UPDATE |
Stronger Workweek Propels Wages; Labor force participation Rate Declines and With It the Unemployment rate; Durables Still The Clear Recovery Winner; Consumer Wealth Rises Further; Low Debt Burden As We Enter the New Year; Home Sales Likely Good, Not Great |
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October 1
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BEST OF MOMENTUM |
Consumer spending highlights.
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