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September 30
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THE MOST IMPORTANT TIME OF THE YEAR! |
Real Spending Fades; 4Q Is Key for Retailers; Stocks are Here Already; Lower Prices; Moods Are Better; Is the Surge in Early 2024 Wages Going to Spook he FOMC?
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September 20
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NICE - BUT PROBABLY NOT ENOUGH |
Retail Sales Stuck; Retail Sales Seeing Few Increases; Rate Cut Unlikely to Help Debt Excess; Payroll Jobs Still Overstated; Existing Home Sales & Pending Index ; Older Homeowners Unlikely To Be Seduced By Lower Mortgage Raes |
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September 13
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SLOW GROWTH -- LOW INFLATION -- HIGH INTEREST RATES |
Uncertainty Remains High, Though Moods Have Improved; Borrowing Costs Are Too High and Likely ToRemain So;' Debt Payments High But Growth Has Slowed; Lower energy, Debt Costs Will Benefit Consumers; CPI Less Shelter; Gov't Statistics For Home Prices Lagging
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September 9
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BEST OF MOMENTUM |
Consumer Spending Detail |
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September 8
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SLOWER WITH SOME RISKS |
Labor Market Overstated; Fewer Job Openings...Likely Wages Slowing; Construction Indicators; Layoff Outlook; Household Growth Likely to Slow; Housing Units Under Construction |
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September 2
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MESSY DATA |
Improving Data Hard to Find In Real World; Consumer Demand Still Trending Lower; Data Shows Higher Inflation-- Probably Over Sated; Home Prices Declining; All Consumers Except Higher Income and Elderly feel Bad; Bad time to Buy |
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