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September 23
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THE CONSUMER IS RESHAPING THE ECONOMY |
Slower Holiday Sales; Large Housing Wealth; Some Good From Staying Put; Ho HO HO, No Vacation or Home This Year; Apartment Construction Finally Slows; Household Formations Slow.
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September 16
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THE CONSUMER IN COMMAND |
Inflation in decline; Lower Prices contributing to Retail Weakness; Services Rebound is History; No Big mortgage interest payments, Lof Home Equity; Multi-Family Housing Headed to Excess; Older Consumers Matter |
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September 9
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Mixed Messages - As Usual! |
More Unemployment Benefits Paid even Though Claims Drop; Small Rise in New Worth; Non Mortgage Borrowing Trends Lower; Debt Payments Surge; Most Lending slows Except Auto Finance Companies; Mortgage Debt Manageable, History Says |
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September 3
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THE PAST GETS WEAKER - THE FUTURE? |
Payroll Revisions; Household Employment leads; Prices; Upcoming Revisions; Inventories; Supplies OK, Prices? |
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September 2
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BEST OF MOMENTUM |
Consumer spending highlights (contact us for additional detail) |
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