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August 26
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CAN'T FIND THE ROBUST CONSUMER |
Consumer Moods Falter; Vehicle & Retailer Sales Stagnant; Travel & Housing Slowing Despite Incentives; Debt Payments Rise
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August 20
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WHO HAS INFLATIONARY PSYCHOGY? |
Consumer Retail Spending; Prices Slow For Consumers; Older Consumers Finally Moving? Credit Hard To Get; Fed Gets Blame For Weak Housing; UH-OH Multi Family Completions Head South |
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August 13
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THE CONSUMER KNOWS BEST |
Consumer Moods Robust; 'shelter Costs A Lagging Indicator'; Loan Originations Plummet; Housing $ Volume Negative, PCE Housing Still Near Record; Car Prices Under Pressure; #s of Unemployed Rise
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August 10
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A SHORT TERM NOT LONG TERM CONSUMER DEBT PROBLEM |
Rapid Debt Expansion; Overall Debt Payments Manageable; Forbearance Reduces Payments About 2%; Younger consumers Could Face a Discretionary Spending Power Squeeze; Delinquencies are Rising; Nervous Lenders
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August 6
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SLOW, BUT GROW? |
Health Care Dominates Job Growth; Fewer Layoffs & Hires; Lower Wage Workers Replacing Higher Paid; A Shortage of Construction Workers?; Food Prices; Moods by Age Group
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