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February 24
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HANDOUT |
Handout |
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February 17
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THE TALK OR THE TRUTH |
How Strong is the Consumer?; Depends on the Stock Market; Borrowing More or Paying Back Less?; Credit Stress; Medical care INflation Accelerating; Watch the Core Chained CPI |
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February 10
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WHAT NOT TO BELIEVE! |
Less Seasonal Loss (Weather), Accelerating Birth/Death Adjustment = Accelerating Job Growth; Why Did BLS Adjust Away the Big 2019 Downward Revision?; Vehicle Sales Reality; Wither Home Prices?
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February 3
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A SLOW 4Q 2019 |
Consumer & Investment Contribution to 4Q GDP weak; Real Income & Spending Growth Slows Throughout 4Q; 4Q Support Came From Services; Core Inflation In Surprising Acceleration; Wage Growth OK But Total Comp Hurt by Reduced Overtime; Why Are New & Used Home Prices Diverging? |
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February 3
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BEST OF MOMENTUM |
Consumer spending Highlights. |
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