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October 29
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DUMB DATA |
Strange Data; Components; Inventories; New Home Prices; Consistency Do Components Match Total? |
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October 21
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A DEMOGRAPHIC SPENDING TRANSITION UNDERWAY |
Modest Rebound in Retail Sales; September's Retail Sales Mystery Partially Unearthed; But Employment Mystery Continues; No Mystery Surrounding Home Buyer Traffic; Debt Burden by Age Group; Sources of Income Shifting |
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October 14
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SO MUCH TO WORRY ABOUT |
Inflation, Interest Rates, Shelter Costs Weigh on the Mood; Food Inflation Slows; Job Worries; High Rates, Nervous Lenders; No Inventories Needed
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October 7
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FUNNY NUMBERS |
Payroll and household data disconnect; Jobs still affected by post-covid seasonal factors; Average Hourly Earnings slow; Consumer credit extensions plunge; Moods improve; Mortgage Applications plunge |
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October 2
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BEST OF MOMENTUM |
Consumer Spending Highlights.
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October 1
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SLOWING DOWN AGAIN |
Consumer Spending Slows; Goods Demand Drops, Services Slows; Inflation Slowing; Inventories Normal; Housing Declines; Home Prices likely to Slow . |
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