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March 31
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WHEN WILL THEY BE ABLE TO SPEND? |
Comparison to 2008 Stimulus; Stimulus Might Not Be Seen Until Mobility Improves; Lower Income Receives The Most; Not Like 2007; Mortgage Debt Burden Low; Mortgage Payment Share of Income Low In All Age Groups |
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March 26
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READY, WILLING, BUT WILL THEY BE ABLE? |
Beware Initial Claims Wage growth Falers, Income Gets Stimulus Boost; Durables, Recreational Sericestake Biggest Hit, Nondurables Benefits from Food; Outlook Is For Yr/Yr Declines through Early 2020. Perhaps We Are Underestimating the Rebound?; Vehicle Sales, Housing Dip; Borrowing Power Rises |
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March 23
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HOW LONG? |
Mortgage REFI & Appas Rise; Non Store Retail Surge; Lodging Hit Similar to Asia-Pacific; Total Jobs Better than Private; Spending Prospects Likely Hurt by Less At-Home Needs. |
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March 16
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DATA GOES BAD |
Mood Declines; Job Outlook Worsens; Lodging Heads South; Mortgage Apps Up On REFI's; Air Travel Reminiscent Of 9/11; Freight Pick Up At Risk |
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March 9
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HELP FOR THE CONSUMER |
Jobs Gain from Warm Weather, With Transportation & Leisure Offset Bh Census; Some Good News,Nut Slower wQ Likely; No Consumer Debt Crisis; Big Savings From Lower Energy Costs; Sentiment Unlikely to Hold |
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March 4
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WHAT HAPPENED WHEN |
911 A Late Cycle Shock; Wealth Was Financial; Rate Cuts Helped Financials & Housing; Spending Recovered Quickly at Low Mood Lingered; Autos Went Into Promotion Mode; Census & Tax Refunds are + for Now
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March 2
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WHAT WE KNOW AND DON'T KNOW |
Covie-19 Has Hurt Lodging; Retail Sales Pace Up in January. Covid-19 to Provide Additional Boost; Consumer Moods Fade But Don't Look Like At A Peak; Home Sales Should Have Been Better; Consumer Wages Revised Down |
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March 2
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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