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May 18
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GETTING BETTER |
Reopenings & Spring Rebound Should Help Retail Sales; Nonstore Retail Still Understated; Consumer Feels A Little Better; Mortgage Purchase & Refi A + Surprise; Keep An Eye On Consumers Aged 46+; Wealth + For This Group |
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May 12
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SIGNS OF SPRING - MAYBE? |
Expectations erosion moderates; Younger, older Income expectations Rise; But Middle Age Group Sliping; Inflation Views Rise; Discretionary Spending Plans Lower; But Necessity Spending Plans Rise |
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May 11
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BAD ECONOMY, BAD DATA |
Big Drop in Employment, Surge in Earnings & Workweek??; Birth/Death Flip; 1/3 Job Losses Were Part-Time; Slower Spending=Less Borrowing; But Will Need Borrowing for Recovery |
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May 5
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WHAT KIND OF RECOVERY? |
March Decline Durable Goods & Services as Nondurables Gain; Health Services and Shift of Food to Nondurables (at-Home) Hurt Services; Consumer Jobs, Wages & Spending decline during April; Reluctant Lenders? Some, but; Loan Demand Also Down |
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May 1
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BEST OF MOMENTUM |
Consumer Spending Detail
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