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May 31
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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May 29
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WHAT ABOUT HOUSING? |
Starts Eroded Through the Spring; Shortage? Then why are Prices and Sales Both Sliding?; Fewer Extra Housing $; Changing Housing Wealth Demographics; Big March Slowing in FHFA Price Data; ARM's Rising As Are Conventional Rates |
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May 21
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HANDOUT |
Handout |
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May 21
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Handout |
Handout
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May 21
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FORECAST TABLE |
Forecast Table
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May 14
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WHERE'S THE TAX CUT? |
Withheld Taxes Rising; Need Lower Withholding to Boost DPI; Millennials Spending Up; Health Care Spending Leveling Off; Demand for Credit Weak; bank and Private cards in Decline, Delinquencies Growing |
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May 4
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MIXED UP MESSAGES |
Payroll Jobs,Household States Tally; Job Shortage Fro MiddleAge, Grows For Older; Sentiment Drifts Lower; Still Waiting For Lower Taxes; Did They Owe Capital Gains; Retail & Food Service Sales Still Slow |
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