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October 29
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HANDOUT & FORECAST TABLE |
HANDOUT & FORECAST TABLE
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October 25
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Will It Really Be Different This Time? |
How Much Can Consumers Afford? Plunging Mood A Leaning Indicator; What Matters Most; Concerns Rise Over Future Wealth; Housing Pause; Lots of Supply, But Were's the Housing Demand? |
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October 18
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AN ABSENCE OF GOOD NEWS |
Sentiment Dips Again; Discretionary Prices Now Expected to Rise, Join Food Energy; Price Elasticity?; Retail Inventories Rising; Consumers' Bleak Financial Outlook; CPI-The Last to Know |
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October 11
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DEMAND OR SUPPLY ISSUES? |
Transitioning to "Normal"; Young Returning But Ol Leaving Labor Force; Birth/Death adjustment Rising; Consumer Credit Growth Slows; Debt Payments Rising, but Low Relative to Income; Energy Costs on the Rise |
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October 4
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AS WE THOUGHT |
Wages Income & Spending Slowing as Inflation HurtsReal Demand; Extra $$ Gone; Services Primary Source of Spending Growth;All Goods Spending Slows; But Even Services Have Slowed; Inventories Rising |
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