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September 28
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HANDOUT |
September 2020 Handout & Forecast Table |
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September 21
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NOW WHAT? |
Durable Goods Spending Underpin Retail recovery; Credit Use Slows; Seasonals & Housing; Where Is $$ Coming for Housing; Hotels Beter, Not Good; How Long Can We Have Happy Businesses But Sad Consumers? |
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September 14
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WHAT THE CONSUMER SAYS |
Older consumers Feel Good. Not Same For Younger; Inflation Expectations on the Rise; Worrying More About Layoffs than Furloughs; Consumers See Inflation; Credit Availability An Issue; Housing Problems Ahead? |
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September 8
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AFTER THE REBOUND? |
August Another Recovery Month For Consumers; Services Lag Job Recovery; Business Sentiment Much Better Than Consumer; Manufacturing Benefiting From Low Inventories; Hires Beat Fires in August; Are Easy Gains in Vehicle and Housing Sales History? |
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