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Personal income and spending, consumer sentiment

Still fading: Still not looking like an excess demand problem: Might be the slowing income growth?

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January 28, 2022

New homes sales, PMI, Chicago Fed, recovery tracker

Covid dip, recovery, and now settling back at prior levels. After years of ultra low mortgage rates growth remains slower and absolute levels far below

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January 27, 2022

Unemployment claims, existing home sales, architecture billings, housing starts

Signs of a post war slump continue:

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January 20, 2022

Consumer sentiment, industrial production, retail sales, inventories

Post war deceleration seems to be on track. Debt/GDP falling fast as Federal Covid spending winds down.

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January 14, 2022

Payrolls, consumer credit

Continues to level off well below the pre covid trend: Picking up as Federal transfer payments diminish:

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January 9, 2022

Construction spending, JOLTS, vehicle sales, durable goods orders

Starting to fade, and this is not adjusted for inflation: Not sure what to make of this except the post covid bounce seems to be

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January 6, 2022

Dallas Fed, pending home sales, trade

Working its way lower as are most of the indicators: This has helped keep US demand down as fiscal transfers sustained income in the midsts

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December 30, 2021

New home sales, personal consumption, personal income, Architecture index, Chicago Fed

Looks to be leveling off: Fallen back to pre covid trend was fiscal transfers expire, with more on the way for Jan: Back to low

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December 23, 2021

Retail sales, housing starts, industrial production, unemployment claims

After a nice bounce from the covid dip they seem to be leveling off. And these numbers aren’t adjusted for ‘inflation:’ Up last month but

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December 16, 2021

Unemployment claims, port of LA, CPI, consumer sentiment

Back to pre covid levels as fewer people are being let go: Looks to me like the increases will subside if energy prices stabilize: Still

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December 10, 2021
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