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February 28
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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February 26
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Which Way Now? |
January Muted Despite Seasonal Factor Boosts; Energy, Social Security Payments Support Consumers; Home Pries Plunge; Retailers' Nominal Gains Slow With Prices; Inventories Lower; Low Survey Responses
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February 20
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The Consumer Is Not Seasonally Adjusted |
January Sales & Job Growth a Function of Seasonal Adjustment; Food Store Inflation Slowing?; Higher Rates Slow Consumer Borrowing; Younger Consumers Feast on Credit Card Debt; Without Housing StartsWhere Will Housing Completions Come From; Housing Weighting in CPI
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February 13
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THE PEAK OR THE TROUGH? |
What Has Been - Not What Will Be; Consumers Need Credit; Credit Standards Tightening; Consumers Don't Want or Can' Get Credit; PartTime Jobs Abound; But With Lower Wage Growth |
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February 5
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LOOKING FOR THE TRUTH |
Real World vs Seasonally Adjusted; But the Components Make Sense; Virtually All Are Employed; Non Enough People To Sustain Payroll Growth; Biggest Layoff Plans since Jan 2009; Unemployment benefits Rise |
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