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July 24
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GOING THE WRONG WAY AGAIN |
States Jobs Report Declines; Only Mid-Atlantic Has Positive Employment Growth; Un-tappable Equity — Rates Too High For Refi’s or Lower Payments; Higher Borrowing Rates Slow Consumer Borrowing
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July 17
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Which Direction From Here? |
June Sales Gains By Type of Store; Some Retailers Hurt by Lower Prices; But Lower Prices A Plus Into Early July Sentiment. Tariff Refunds Help Keep Prices Down; Job Growth Still Slowing; Housing Stagnant |
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July 9
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WHAT TO WATCH! |
Lower Prices Are Boosting Demand; Housings Problem Is More Than Finance. Customs Duties and Refunds; Health Insurance Prices Bear Watching; Languid Consumer Credit Growth Could Be Demographics; Debt Payments Steady |
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July 2
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A Different Consumer |
Data Now Encompasses Plunging Labor Force; Household & States Data Find Incorporate the Decline, But Payrolls Hold On To Old Model; Distorted Statistics; Home Affordability Improving; Vehicle Sales Boosted by Lower Prices; Home Improvement Spending Surging past Residental; |
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July 2
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BEST OF MOMENTUM |
Consumer Spending Highlights |
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