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March 28
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HANDOUT & FORECAST TABLE |
HANDOUT & FORECAST TABLE
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March 21
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SEEING THROUGH THE FOG |
2Q Retailer Sales Gains; Services Prices Take A Break; A Weaker World; Tax Refunds 'Coming; Builders See A Slower Future; Home Price Gains Slow
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March 14
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WHAT'S HAPPENING NOW |
Mood Moves Lower; Gas Bigger As News Than a Consumer Problem; Food Prices Are More Significant; Another HEAdwind For Vehicle Sales; Pandemic Payouts and Home Equity Cash Outs Over; Consumer Borrowing Stalls In advance Of Higher Rates, Reluctant Lenders |
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March 9
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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March 7
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TIME TO RAISE MY INFATION FORECAST? |
Spring Mood Rebound Unlikely; Food & Energy Hits Young & Big Spenders; Jobs Growth Good but Earnings & Workweek Slow; Tax Refunds; Home Equity & Cash Outs Dip; Jobs Distorted By Seasonal Factors
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