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August 23
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REVISED REALITY |
Jobs Revision Biggest Since 2009; But Is Still Too High; Where did The Building Materials Retail Sales Jump Come From? Not The Companies; A Housing turn Is Still Too Early To Call; Home Price Measures Still To High |
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August 16
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NO INFLATION AND NO GROWTH |
Consumer Sentiment Still Sinking; Inflation Lower Than Statistics Say; Vehicle Sales Not Rebounding; Consumers' Uncertain & Cautions; No HouseLookers = Worried Builders; Government Policy Likely to Turn Housing Surplus Into Glut. |
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August 10
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ALL ABOUT CREDIT! |
Card & HELOCs Biggest Credit Growers. Younger Consumers Are The Mortgage Borrowers; Credit Cards & Auto Debt Show Payment Stress; Profile Looks Better Without Student Loans ; Slower Borrowing = Slower Spending; Watch Purchase Applications
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August 3
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A RATE CUT BEFORE SEPTEMBER? |
Jobs, Earnings, Wages Slow In July; Total, Goods, Services Average Hourly earnings Declining; Layoffs a Problem. So are hiring Plans; Sticking With Our Forecast; Moods Too Low; Home Prices Sart Declining |
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