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February 25
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HANDOUT |
Handout + Forecast Table |
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February 22
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WHAT DATA CAN WE BELIEVE |
The Actual December to January Retail Trend Was Normal; Something Wrong With Online Retail Sales Data; Consumer Credit Growth Trends; Debt Balances Increasing For Younger Consumers; Seasonal factors & Housing; Is the Job Rebound Enough?
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February 16
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GROWTH CHALLENGES |
Consumer Mood Still Down; Inflation is Rising; A Better January For Restaurants; Spending Plans Rise; Large Projects the Multifamily Norm; Housing Headed to Excess? |
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February 8
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LOTS OF MONEY |
Slower Job growth, But Longer Workweek & Good Earnings; Jobs Better For the Hardest Hit; Muted Sales Gains Expected for Vehicles; Only Modest borrowing; Housing Still Beneficiary of Discretionary Spending; Money Doesn't Bring Happiness |
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February 1
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INTO THE NEW YEAR |
Unadjusted Real Goods Spending; Food vs Fun Spending; Big 4Q gains for Consumer Wages & Benefits; Inventories Low; Big DPI Boost Coming; Can We Vaccinate the Baby Boom? |
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