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February 21
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WE NEED A SPRING |
Consumer Moods Continue Plunge; QCEW Points To Further Cuts in Payroll Data; Elevated Debt Burden, Now Facing Slowing Jobs & Income; Existing Home Sales Rebound Over; Jobs Impact of Slowing Construction Jobs; Builders Expectations Fall With No Lookers
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February 14
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Consumer and Data Questions |
Retail Sales Data Don't Look Like a Weather Issue; Could Just Be Wrong; Older Consumers Lowering Mortgage Debt; Credit Card & auto Delinquencies Near 2009 Peak; CPI - the Last to Know; Consumer Producer Prices Show Low January Inflation |
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February 9
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MORE MESSY DATA |
Job Revisions; Another Downward Payroll Revision Coming; Holiday Hangover: Big Borrowing = Big Bills; Sentiment's Decline is Dramatic; 1Q Retail Sales Unlikely to Grow; Slower Household Growth Will Reduce Housing Demand
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February 3
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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February 1
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THE CONSUMER SAYS IT'S TIME TO WORRY |
SENTIMENT, "BUY IN ADVANCE" BOOST OVER; JOB GROWTH FADING IN MOST REGIONS; SPENDING SLOWS; DEFLATION; COST OF LABOR SLIPS; DO WE KNOW OUR POPULATION?
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