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November 30
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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November 26
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HANDOUT |
November 2019 Handout |
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November 25
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WE GATHER TOGETHER |
Retailer Sales Pace Accelerated Into The Fall; consumer Sentiment Unchanged Over The Year; Hotel Industry Expectations Ebbing; Housing Activity Improved But Challenges Ahead; Residential Mobility Declining; But Not Just the Old |
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November 18
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A SLOW 4Q? |
Retail Sales Stagnate; But Year/Year Discretionary Spending Should Meet Targets; Debt Likely Constraining Spending; And will Continue To Do So; Auto Loans Going to Older Consumers; Mortgages to Younger |
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November 12
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TOO MUCH STUFF? |
Inventories Soaring; So Imports Slowing; Consumers Seeing Lower Prices; But This Is Not Stimulating Consumer Unit Demand; Borrowing is Slowing; But Moods are Rising |
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November 4
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BETTER OR WORSE? |
Earnings Healthy, but Job Growth & Slowing Workweeks bear Watching; Nominal & Real Spending Growth Slowed into Fall; Consumers Say Economy Good, Outlook Less So; Inventory build Over, Bad for 4Q Economic Growth Reports |
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