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December 26
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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December 17
|
WHICH WAY NEXT? |
Strange Spending Behavior; Holiday Growth Looks to be Slightly Shy of Last Year; Looks Like Business Surveys Headed Lower; Particularly Builders; Lodging Weakness Calendar Related, or More?; Mortgage Rates, Gasoline Head Lower |
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December 10
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WILL THE CONSUMER START TO WORRY MORE? |
Employment & Wages; Credit Applications & Rejections; Net Borrowing by Type of Credit; Vehicles Still Biggest Late Cycle Risk; Consumer Spending More Financial That Housing Driven; Holiday mood Improved
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December 4
|
HANDOUT |
HANDOUT |
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