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May 31
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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May 31
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STILL NO SPRING |
Wages, Income & Spending all Dip in April; Big Downward Revisions; No Surprise to Consumers; Stocking Up, Now DeStocking; A Bad Time to Buy; Home Prices Still Moving Lower
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May 22
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HANDOUT |
HANDOUT |
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May 15
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SEARCHING FOR TRENDS |
Retail Sales Roller-Coaster; Quarter Looks Slow; Home Remodel Disaster?; Modest debt Growth; Big Spending Headwinds |
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May 13
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CONSUMER WILL NOT PAY HIGHER TARIFF COSTS |
New Data Collection Methods Raise Issues for CPI, Retail Sales; Fluctuating Fleet Sales Create Roller Coaster Pattern as Consumer Vehicle Sales Fade; Consumer Tax Bills Flat With Year Ago; Consumer Health Care Costs Flattening but Still a Concern; Consumers Reluctant to Borrow
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May 3
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WHAT TO BELIEVE? |
Payroll Up, Household Down; Unadjusted Job Growth December-April Worst in 5 Years; Birth/Death Adjustment Causes Overstatement at Peaks; Birth/Death Adjustment Highest in Sectors With Greatest Growth; Jobs Will Probably Be Revised Lower; Mood Still Gloomy |
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May 1
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BETTER OR NOT? |
Spending Increases as Income Slows; Bonus, Overtime Slowing; Big Ups & Downs, But Spending Going Nowhere; Nominal Discretionary S[pendign Growth lowest Since 2013; Case Shiller Finally Finds Slowing Prices; Younger Consumers Share of Spending Rises |
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