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October 25
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WHERE IS THE "STRONG" ECONOMY? |
Payroll Job Count Still Too High; Maybe Mortgage Rates Aren't The Problem; Incentives Are Fading; Home Remodel Surveys Stall; Lower Prices Help Consumer Moods; Home Buying Will Remain Depressed |
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October 20
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Not Ready -- Not Willing and Some Unable |
Spending unchanged vs Year Ago; The Strongest Retail Sales (Per Government Estimates) Are The Weakest Per Company Reports; Construction to Slow; Household Growth Slows Amid Aging Population; Resulting In Slowing but Growing Spending Potential |
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October 11
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THE CONSUMER NEEDS SOME GOOD NEWS |
Consumers Glum Despite Lower Inflation; Retail Sales Confirm Mood; Mortgage Interest Paid Too High; Post-Covid Wage & Jobs SurgeOver; The Path aTo Lower Inflation; Age 55and > Nearly 1/2 of Total |
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October 5
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NOT AS GOOD AS IT LOOKS |
Employment Likely Misstated; Unadjusted Employment Typically Falls June-September; Still Some Post Covid Employment Job Distortions; Labor Market Growth by Age; Moods Still Weak; No Big Boost Yet From Mortgage Rate Decline |
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