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October 23
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Can the Older Economy Keep Us Afloat? |
Jobs Counts Slow In September; ADP Sees Early October Slowing; Housing Under Construction; Housing 4Q26 Is A Write-Off; The "K" Economy; Consumer Sentiment Shows Slight Improvement in the Outlook, Further Drop in Near Term |
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October 16
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A CHALLENGING 4Q 2026 |
A SLOWING SPENDING PATTERN FOR THE CONSUMER INTO 4Q 2026.; NOT TOO MANY SHOPPERS IN SEPTEMBER; THE CPI KEEPS FINDING BETTER HOME PRICES THAN THE REAL WORLD; SOCIAL SECURITY COLA REAL PLUJS; VEHICLE SALES SLIP, NO HOPE FOR HOUSING; LOWER CONSUMER PRICES A PLUS. CAN THEY LAST?
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October 9
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SLOW GROWTH WITH LOTS OF WORRIES |
Current Economic Worries Worse Than Future Outlook; Mood A Good Predictor Of CRTS Retail Demand; Debt Slows; Fixed Rates Help Debt Burden Remain Modest; Lagging Home Sales and ReFi’s Hurt Big Ticket Spending; Medicare Expectations Bad For Sentiment
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October 2
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What A Mess! |
Spending, revised, now growing; Wages, revised up Now Slowing: Lower Prices Ahead; Tariff Refunds Higher; Retail Sales Growth Revised Lower 2025 & 2026; What's Ahead For Home Prices? |
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