|
|
April 30
|
THE JANUARY MIRACLE IS OVER |
A strong Start, But Weak End, to 12Q23; No Signs of Income Distress; Inventories Decline; But Still Too High; Retail Sales Revision; Wage & Benefits Slow |
|
|
April 23
|
What's Next? |
Post-Pandemic Gains Over; Durables To Rebound, Not Services'; Population Back; Food, Housing Prices To Move Lower; Multi Family Housing; Home Remodel Surveys Sink |
|
|
April 16
|
SLOWING TO A 2Q 2023 BOTTOM |
Retail Sales Decline. Again in March; Only Health, Food & Non-Store Gain; Extra Stimulus Fades; Population Update; Consumers and Borrowing; It's All About Food
|
|
|
April 9
|
THE TRUTH ABOUT JOBS AND SPENDING |
1Q 2023 vs 1q2022 Job Gain Comparisons; Distorted Seasonal Factors; Layoffs; Wait & See Mode; Slowing Credit; When Lower Prices = Slowing Spending |
|
|
April 4
|
BEST OF MOMENTUM |
Consumer Spending Highlights |
|
|
April 2
|
BACK TO SOME DATA REALITY? |
January Statistical; Blip; Consumers See Inflation Receding; Too Much Stuff; Services Inflation; Energy Bills a Consumer +; But Other Factors Weigh on Consumers |
|
|
April 2
|
Back to Some Data |
|
|
