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December 19
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TIME FOR THE FED TO LOOK AT THE REAL ECONOMY |
Payrolls Flat; Household, States Tally, Payroll Comparisons; Retail Sales Ex Gasoline; Monthly Retail Sales; Outlook By Age Group; Inflation Outlook |
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December 12
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WATCH AND WAIT |
Temp Job Trends; Inventories; Manufacturing Mood Lags; Debt Payments; Upper Income Moods; Food Inflation |
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December 5
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WHAT TO BELIEVE? |
Payroll gain is 4x Household; Payroll Probably Struggling With Bad Population Model; October Spending Boost From Durables; But Vehicle Demand Dropped in November; Home Prices; CPI At Odds with Deflators
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December 3
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BEST OF MOMENTUM |
Consumer spending highlights
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