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September 26
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Data Disaster! |
No Wage Growth, but Lots Of Sending; Upwared Revisions in Strange Categories; New Home Sales Jump? Higher HomePrices...Where?; Ever Hear of "Back To Work" Spending? August Gain; Moods Drift lower
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September 19
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LAGGING DATA AS USUAL |
Retail Sales Gain All Non-Store, Which is Reported With A Lag; Retail Sales Are Missing Some Data; New CBO Population Estimates Show Much Older Consumers; Retail Dreams; Still Some Catch up needed; Refi Boom A Potential Positive |
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September 12
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IT'S NOT MONEY -- IT'S THE MOOD! |
Moods Weaken Again; Jobs News is Old; Income & Spending Intentions Surprisingly Strong; Net Worth Boost; CPI Out of Date; Where Are The Customs duties? |
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September 5
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DATA PLAYING CATCH UP |
Payroll Survey Starts Incorporating "real" Data; But Still Too Strong; Wage Revision Coming; Withheld Taxes Suggest Slower Wage Growth; Consumers Worry about Wages & Unemployment; Uncertainty Stubbornly High.
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September 4
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BEST OF MOMENTUM |
Coneumer Spending Highlights |
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September 1
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WATCH HOUSING! |
Spending Looks Overstated; Mood Rebound Fades Again; Consumers reject higher Prices; How Much Merchandise On Hand?; Housing Decline Spreading |
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