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June 30
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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June 28
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Handout |
Handout + Forecast Table |
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June 28
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FORECAST |
Forecast Table |
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June 16
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CLUELESS IN DC |
Retail Sales Rising Even Excluding Gasoline and Drag From Building Materials; Consumers Like Job Prospects but Harbor Income, Debt Uncertainties; The FOMC Doesn't Get It |
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June 9
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WAKE UP FOMC |
Slowing Job Growth - ALittle Cycle,A Little Demographic; Huge Upward Revisions to Wage Growth Often Missing from Initial Data; Employment Growth > Labor Force Gains; Quits Increasingly For No Rather than New Job; A Little More Debt is Needed;Debt Payments Not the Problem |
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June 3
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HOW WE SEE IT |
Employment: Shortage of Jobs or Workers?; Wage Growth OK; Don't Forget Tax Refunds; Retailer & Vehicle Spending Looking Slightly Better; Lodging Occupancy Better, and So Are Consumer Moods. Would B Encouraging to See Business Sentiment Improving, Too. |
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