A slowdown in the consumer economy began at the end of 2022 & flat consumer spending is expected for 2023. This reflects a demand shift from goods back into services, as covid dynamics reverse themselves all the way.
real estate
Real Estate Check-Up
It’s still a good time to be a homeowner or landlord given a housing shortage that more than offsets the effect of higher mortgage rates (which are beginning to moderate).
This Week in Summary 12/8/2022
We are stuck in a waiting period as it is too soon to tell how much gas the consumer has left in the tank, how much downsizing is left for corporate America (hopefully none), and what lagging effects will come from very aggressive rate hikes in a supply-constrained economy.
Despite Slowing Real Estate Market, Home Improvement Sales Stay Strong
Lowe’s fiscal 3Q23 sales were healthy (domestic comp sales increased +3% y/y) as consumers tapped their savings and disposable income.
This Week in Summary 11/18/2022
We want to spotlight Target this week which provides valuable insight on consumer spending.
This Week in Summary 10/14/2022
Bad economic news and stock market rebound?
Promoting Home Ownership
Home ownership is a very important social objective, and the key is to achieve this by consistently maintaining low mortgage rates while also helping to strengthen consumer finances to achieve this end.
This Week in Summary 10/7/2022
Forecasting Limitations, Bond Bubbles and Should Costco Run the US Government?
This Week in Summary 9/30/2022
Check out our new corporate insights for this week!
This Week in Summary 9/23/2022
Wingstop’s solution to solving inflation.
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