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August 30
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BEST OF MOMENTUM |
Consumer spending highlights.
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August 26
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REVISED INTO IT |
Benchmark Revision Largest Since 2010; Confirming QCEW Data; 1Q Wage Surge Doubtful; December 2018-February 2019 Spending Data Doubtful; Weak Travel; Lower Mortgage Rates Not Helping |
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August 21
|
HANDOUT |
Handout |
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August 19
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JUST STARTING OR ALMOST OVER? |
Consumer Spending Has Not Accelerated; Recent Retail Sales improvement Questionable; Slower Spending; Retailer Sales - no Acceleration for Most; Moods Darkening;Debt Relief On The Way |
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August 12
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WEIGHED DOWN BY UNCERTAINTY |
Consumer vs Business Sentiment; Time To Pay Off Debt; Two Different Debt Burdens; Student Debt; Airline Passengers Better Than Freight; Restaurants Slowing |
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August 5
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SLOWER JOB AND INCOME GROWTH |
Slower Consumer Wage Gains; 1Q wage Surge Questionable; ECI Slowing, Too; Cyclical Sectors Slowing; December to July Unadjusted (real People) Job Growth Negative; Travel Setor Slowing |
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