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July 31
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NOT QUITE BELIEVABLE |
Real GDP & Spending Forecast - 2Q Rebound Not Sustainable; 2Q2014 Real Spending - A Most Strange Profile; Households & Home Ownership - Still Sluggish; Consumer Confidence Stalls; Big Upward Revisions to Wage Growth; Consumer Wage & Benefits Rebound in 2Q2014 -- Some Weather, Some ACA |
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July 17
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A SLOWER 3Q AHEAD |
Retail Sales - Revenues & Units; Housing Starts; Expected Household Income & Spending; Retail Sales & Food Service; Composition of Consumer Debt; Consumer Producer Prices Indices |
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July 7
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HANDOUT |
Handout
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July 7
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BEWARE OF SEASONALLY ADJUSTED DATA |
Employment & Wages; 2Q Payroll Trends vs Year Ago; 20% of Job Gains Vehicle Related- North America Vehicle Production; Watch States Tally - Three Job Readings; Still Traveling - Lodging Occupancy; Lower Mortgage Rates Not Helping |
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