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Posts tagged Consumer Confidence
Fed Themes and The Consumer - October 30, 2018

Recent Federal Reserve surveys show the economy is still expanding, albeit at a slower rate, with tariffs, labor, the supply chain, and housing  discussed as problems. Consumer Confidence was, however, undaunted. President Trump tweeted about the record numbers, which were partly due to strong employment growth and strong Expectation Index.

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Confident Consumers, Tightness and Tariffs - August 28, 2018

Conference Board Consumer Confidence numbers indicate solid economic growth for the remainder of 2018 with both current conditions and expectations improving. Labor tightness plagues the trucking industry in FTR's State of Freight and appears in Dallas and Richmond Fed Manufacturing numbers. Trucking is also starting to be affected by tariffs.

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US Wages and Europeans NPLs - April 24, 2018

Beige Book, Richmond Fed, and Consumer Confidence data all support anecdotal evidence from Walmart and railroad companies that indicates significant tightness in the labor market and incoming wage increases. Mario Draghi gave a speech discussing Non-Performing Loans, which could have been subject to new rules, but were instead left to bank supervisor's discretion, to the chagrin of German Andreas Dombret.

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