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August 29
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THE FED - THE LAST TO KNOW, AGAIN! |
We are Lowering Our Already Modest Inflation Outlook; Wage Growth Overstated; Inventories Will Keep Inflation Low; Consumer Moods Improving; Home Prices Ease; High Rate Bank Card Borrowings |
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August 22
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Tracking The Recession |
Leisure Spending Sustains Spending, Jobs; Household & States Job Tallies Confirm Job Slowing; Real Retail Sale Declines; Gas Prices Don't Matter; Rates Still Too High; Warehousing Employees? |
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August 15
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SOME LOWER INFLATION BUT A RELUCTANT CONSUMER |
Improving Moods; Spending Plans Still Falling; Unemployment Concerns Rise; Credit Card Debt Growth Outstrips Homes & Vehicles; Home Prices; No Home Buyers |
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August 8
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The News Says "Yeah" - The Consumer Says "Not So" |
Seasonally Adjusted Employment Grows, Unadjusted Declines; Birth/Death Adjustment Represents A Record 59% of The Tally; Employment Gains for the Young as Older Workers Depart; Household Growth Data Problems; Big Rise Credit Card Debt; Causing Surge in Payments
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August 2
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BEST OF MOMENTUM |
Consumer Spending Highlights
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August 1
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The Slowing Gains Momentum |
Consumer Slowing Accelerates; Real Spending Growth Only Services; Hopefully a better 1Q2023; High Rates; Retailers Overstocked; Energy Demand Fades |
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