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June 29
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HANDOUT & FORECAST TABLE |
HANDOUT & FORECAST TABLE
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June 28
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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June 28
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MANY QUESTIONS |
Income & Spending Decline as Extra Money Flow Stops; Services Spending Rebound Sows in May; Nominal Spending Ex. Energy Has Higher price component; Hosing Slowing; Vehicle Sales Slow -- Supply Or Demand; State Job count Sowing
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June 21
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WATCH OUT |
Money Flows; Retail Sales Shifts; Will Slowing Vehicle & Hosing Sales Overwhelm Other Areas of Increase?; Expectations of Higher Stock Pries Fade While hose For Higher Interest Rages Surge; Savings Rates by Income; Rapidly Growing 65+ Year olds Might Not Return to Labor Forse |
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June 14
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A PANDEMIC BRINGS A DIFFERENT KIND OF RECOVERY THAN A RECESSION |
Consumer Borrowing resumes; Debt Payments Rise, but Cushioned by Pandemic Support; Energy & Debt Eating Into Stimulus Cash; Wealth NOT In Short Supply; Moods Still Hesitant; Housing Shortage? |
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June 7
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GETTING BACK TO WHERE WE WERE |
Leisure, Trade Lead Job Rebound; Hourly Earnings rising Rapidly; Young Workers dominate; 2Q Wage growth Estimated +10%; Services Lead Mood Rebound; What Will Consumer Response Be To Higher Prices? |
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June 1
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MAYBE WE SHOULDN'T CALL THIS A RECESSION |
Real Spending Slowing; Services Growing but Slowing; $$ Spending Boosted by Higher Prices; Dollars Diverted to Energy; Sales Grew, Confounding Recession Expectations; Gov't Assistance Bountiful, Needs Not |
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