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November 22
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Happy Thanksgiving |
Payroll Job Growth Still Overstated; Lenders Reluctant; Debt Demographics; Outlook Good Rates Recede; Longer Term Inflation Reads are Miserable; Housing Sales Outlook |
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November 15
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FOR BETTER OR WORSE? |
Some Better pending? A Slow Start to Holiday Spending; Consumer Inflation Trending Downward; Consumer Interest Costs Are A Major Inflationary Challenge; Credit Growth Has Slowed, Potentially Hurting Retail Sales; Consumer Expectations Trends Diverge From Official Statistic |
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November 8
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WHAT NOW? |
Comparison 8 yrs ago to today; Slower Future Population & Household Growth; Consumers See Lower Inflation Ahead; Businesses Still Glum; Slowing Wage Growth Benefits Businesses |
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November 1
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Momentum Charts |
Consumer spending highlights (charts only) |
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