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December 30
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BIG UPWARD REVISION TO THE UNEMPLOYMENT RATE COMING? |
Census Finds Surging Population; Mostly Due to International Migration; But Were they Counted as Employed?; Revisions Coming in February; Higher Unemploment Rate Already Likely; New Home Prices |
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December 20
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WHAT WE ARE WATCHING! + BEST OF MOMENTUM |
Consumers Plan to Spend Less; Services Prices Slowing; Some 'Buy In Advance'; A Population Surge? Best of Momentum |
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December 13
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FEELING BETTER? |
Moods Better; Small Business Optimism Rises; But Consumers Anticipate Lower Spending; But Little Inflation. Strange Data; Housing Remains An Enigma |
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December 7
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Slow and Grow Forever — Or Not? |
Payroll & Household Data Differ On Employment Direction; Healthcare Dominates Payroll gains; Wage growth Overstated; Big Revolving Credit growth; Freight Replaces Passengers on Planes
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December 2
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A SLOW START FOR 4Q AND SOME DANGER SIGNS? |
A slow start; Downward Revision to Consumer Wages; Less Inflation; Housing: Inventories Rise, Prices Slip; Huge Inventory Build; Continued Unemployment Claims Rise
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December 2
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BEST OF MOMENTUM |
Consumer Spending Highlights
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