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July 31
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TRANSITION TIME - AGAIN? |
Real Goods Spending; Overall Prices Stagnant; Sustained Rebound Necessary for Inventory Build; There is No Typical "Consumer"
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July 30
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BEST OF MOMENTUM |
Consumer Spending Highlights
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July 24
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AGING FASTER THAN "ONE YEAR AT A TIME" |
1/4 OF CONSUMERS ARE 65+; THEY ARE AS IMPORTANT TO SPENDING AS YOUNGER ONES; BUT THEY DON'T MOVE; APARTMENT BUILDING LIKLEY IN EXCESS; CONSUMER SPENDING SLOWING IS IN THJE PAST; PAYROLL JOB GROWTH REVISIONS COMING |
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July 17
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THE LOWER INFLATION REBOUND |
Moods Upbeat; Energy & Debt Payments < Yr earlier; Companies En d--Run Banks by Subsidizing Rates for Customers; Package Food Companies Raise Pf\rices Despite Falling Demand; Seniors Join In Lower Spending Expectations; Post Pandemic Travel Rebound Over. |
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July 10
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NOT AS GOOD AS IT LOOKS |
Downward revisions; Labor Force; Part Time Jobs Slow; Temp Jobs Decline; Benchmark Employment Revision. Coming; Home Prices Still Falling
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July 2
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HAPPENING NOW |
January, Debunked; Consume Inflation Starts its Plunge;' Inventories Mostly Lower; Low Inflation Cheers Consumers; Food & Energy Spending Takes Less Income; Forbearance |
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