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April 27
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WHAT'S HOT - WHAT'S NOT |
March Spending Boosted By Nondurables; A Surge in food At home Spending; Services Inflation Mostly Leasing & Legal; Unadjusted Inflation Slowing; Housing down; Births slow
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April 19
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THE CONSUMER SAYS "NO"! |
Housing's Brief Rebound; Vehicle Sales Lower; Multi Family's Repurcussions; Vehicles Decline More Than EV's; Retailer Sales Trend > Prices; How Week is Strong? |
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April 13
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THE FED'S INFLATIONARY PSYCHOLOGY |
Few Price Increases for Most Items; Housing Inflationary Psychology Oversized; Borrowing Costs Will Slow Spending; Brookings Article; Housing's Hesitant Outlook; Services Disinflation?
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April 9
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WHAT WE HAVE LEARNED ABOUT EMPLOYMENT? |
Which Leads ---Household or Payroll Employment?; Household; Employment Prospects Fade; Lost JobFears Rising; Wage Inflation Not Evident; Buying Plans Low Relative to Consumer Sentiment |
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April 5
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THE DATA VERSUS THE REAL ECONOMY |
Jan -Feb Wage Growth Unsupported byUnderlying Data; Part TimeWorkers Surge; Tax withholding indicates Stable Income; Consumers Still reluctant to Spend; February Rebound Fails To Cheer Restaurateurs; Inflation Slows
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