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March 29
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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March 22
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WATCH AND WAIT |
First you hire, then you fire; Rates Still Too High; Lower Rents Coming; inventories rising; Food Prices Slowing But Units Not Growing |
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March 16
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A SLOW 1Q 2024 |
Weather's Affects On Prices; Revised 4Q2023 Retail Sales; Lower Transport Costs; Rental Cost Expectations; Home & Rent Indices; Excess Workers? |
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March 9
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DATA CATCHING UP WITH REALITY? |
Payroll Job Data Is Outlier; Earnings Growth Dips?; Credit Growth Slows; The + in Credit; Prices, Incentives Sustain vehicle Sales; Consumer Net Worth
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March 2
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BEST OF MOMENTUM |
Consumer Spending Highlights
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March 2
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BAD WEATHER OR MORE? |
Consumer Income, Spending Dive; Housing Sales Slide Again, As Do Prices; Mortgage Payments Soar; Food Inflation; Tax refunds |
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