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November 21
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LATE AND TO BE REVISED DATA BUT A LITTLE BETTER REAL WORLD? |
Jobs Still Weak; Real-World Jobs Declined June>Sept; Mortgage Refi Rejections Soar; Younger Consumers Feel Better; Inflation Expectations Drop in Long Term. Short Term likely Fall Soon; Tariffs Decline |
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November 14
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A WORRIED CONSUMER & HOLIDAY 2025 |
Holiday Sales Forecast; Surveys Show WeakSpending; Student Loan Payments; 3 Months Private Job Losses; ACA Worries; Big Slowing at Hotels and Restaurants |
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November 7
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CONSTANT CONSUMER NEGATIVES |
Michigan's Sentiment Constinues to Fall; Slow Job Growth; But Higher Layoffs; Goods Weakness Spreads to Services; Hotels Weaken; Slow Borrowing Growth a Potential Plus; Office & Hotel Conversions Surging |
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