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February 25
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HANDOUT |
HANDOUT
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February 19
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MORE DATA PROBLEMS |
Data Says Retail Sales Plunged in December; Partially SeasonalAdjustment; Partially Govt Shutdown; Food Service, Sporting Goods Bad Data; Housing Lookers Were Buyers in Jan but Likely Temporary; Borrowing Activity Still Muted |
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February 11
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LATE CYCLE BLUES |
1Q Consumer Goods Spending; Don't Want to Borrow to Spend; Mood Below Yr Ago; tax Refunds - Too Soon to Tell; Vehicle Debt a Clear Warinng Signal; We Stick with below-Consensus Vehicle Sales Estimate for 2019 |
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February 4
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BELIEVE IT, OR NOT |
January Job Surge; Mostly SAAR Miage; Goods Producing Earnings Stumble Inconsistent; Happy Days - They Keep Adding Phantom Workers via Birth/Death; Home Prices Weak; Shutdown, Weather Hurt Truck Sales |
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