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April 25
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HANDOUT |
HANDOUT + FORECAST TABLE
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April 19
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ABLE BUT NOT VERY WILLING |
Discretionary Retail Sales Growing, But Modestly; Housing Traffic and Starts OK but 2nd Home Sales Headed Lower; Consumer Debt Burden Rising; CES Data Confirms Income Trends Better Than Spending; 55-74 Year Group Now Does 32% of spending. |
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April 13
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PEAKS AND LAGS - THE HARD AND SOFT DATA |
PEAKS AND LAGS - THE HARD AND SOFT DATA |
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April 10
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WATCH|NG FOR PEAKS LEGS |
Job Gains Well Past their Peak; Problem is Beyond Weather; Job Outlook Sobering; Modest Gains for Cosnumer Credit, Fewer Applications; Vehicle Debt Burden in Peak Territory |
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April 6
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PEAKS AND LAGS |
Consumer Spending Gains All Prices. Data or Real Problem?; Moods Have Peaked as Have Home Prices; But Better Housing Outlook than Vehicle; Lower Mortgage Debt Payments Over for Now. |
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