|
|
March 26
|
WHAT WE WORRY ABOUT |
Consumer Inflation; Inventories; Overbuilding; Household Formations; Younger Consumers; Lending Restrictions |
|
|
March 19
|
INCREASING UNCERTAINTY |
February Fades, Increasing May's Importance; Services Rebound Fades; Increased Lender Caution; Modest Vehicle & Housing Sales Still Bear Watching; Moods Were Improving Pre-financial Crisis; Wealth concerns |
|
|
March 19
|
INCREASING UNCERTAINTY |
February Fades, Increasing May's Importance; Services Rebound Fades; Increased Lender Caution; Modest Vehicle & Housing Sales Still Bear Watching; Moods Were Improving Pre-financial Crisis; Wealth concerns |
|
|
March 12
|
THE JOB MARKET DATA WINS |
States Revision vs Payroll Employment; Challenger, Grey & Christmas Layoff Plans Highest Since 2009; ADP Weekly No Pickup; Consumers Pessimistic Re: Jobs; Two to Watch. |
|
|
March 5
|
ALMOST OVER FOR THE CONSUMER? |
States Employment Revised, Payroll Not Yet; Inventory Declines Point to Better Retail; Higher Social Security Payments and Tax Refunds A Consumer Plus; Bonus Payments Also a+; Who Is Going to Occupy Those Housing Units? Health care Stalled Share Of Consumer Spending. |
|
