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January 31
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SHORTAGE OF DEMAND, NOT STUFF |
IDA to the rescue; Inventory Rise - Structural or cyclical?; Wages, Benefits High but Stable; Big Monthly Payments; Who's Got the Wealth, Debt?; Leave It to the Government To Get Behind theCurve. |
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January 31
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FORECAST TABLE |
HANDOUT & FORECAST TABLE - corrected |
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January 24
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WHAT TO REMEMBER THIS WEEK |
Spending Goes With The Mood; Higher Rates to slow Housing; Waiting For Population Slowing To Show it's Impact; Watch the Demographics; Multi Family demand to rumble; Quit? You bet.
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January 17
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LOTS OF WORRY |
Mood Faltering; Real Demand Drops; Building Materials Retailers + From Weather; Consumers Worried; Except Elderly; Inflation Slowing |
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January 10
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NOT WHAT YOU MIGHT THINK |
Employment & Wages likely to slow in January; Retirements Continue; {Possible Reasons for Credit Surge; Non Mortgage Debt Rising Rapidly; Particularly for Younger Consumers; Inventories are High.
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January 3
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A NEW YEAR OF UNCERTAINTY |
No Extra $; Even Younger Moods Fading; Holiday 2021 Spending Not Sustained; No Inventory Problems; Are Consumers Saying NO?; Population Growth Key |
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