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June 25
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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June 25
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BEST OF MOMENTUM |
Consumer Spending Highlights
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June 24
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BETTER FOR NOW |
FOMC Growth Expectations continue Pattern of High Initial Followed by Diminished; Housing Buy in Advance Slowing?; Easing Home Prices Meet With Positive Response; Medical Care Cost An Increasing Necessity Expenditure; Birth Rate Rise for Older Women; Import Plunge from China Possibly Reflects Diversion of Goods to Canada. Less Trade= GDP + but Less Inventory a -. |
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June 15
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LOOKING A LITTLE MORE NORMAL, EXCEPT... |
Retail Sales Trending Dramatically Upward; Discretionary Spending Rebounding; Job Fears Decline as Withheld Indidvidual Income Taxes Rise; Wealth Gains Favorable; But Where Is Revolving Credit |
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June 15
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LOOKING A LITTLE MORE NORMAL, EXCEPT... |
Retail Sales Trending Dramatically Upward; Discretionary Spending Rebounding; Job Fears Decline as Withheld Indidvidual Income Taxes Rise; Wealth Gains Favorable; But Where Is Revolving Credit |
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June 8
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JOBS, MONEY & CREDIT |
Strong Job & Earnings Gains For Everyone; Bankcard Credit Originations Mostly to Prime+ Borrowers, But Auto Credit; Less Mortgage Debt Depresses Originations, Debt Payments Have Stabilized; Revolving Credit behind 2Q Net Extensions |
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June 2
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AN UNINTENDED SLOWING |
Initial wage estimates way wide of the mark; Spending’s volatile early 2015 ride; Energy prices hurt dollar necessity spending; Philly Fed’s “Latent True GDP;” Making Up the Energy Price Decline; Food vs. Travel Perfect Example of Spending Choices
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