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19 matches for " michigan consumer sentiment":
In one line: The trend is softening; blame the trade war.
In one line: Confidence high and stable; inflation expectations steady.
In one line: Lifted by the stock market.
In one line: Sentiment is solid, but job openings are softening.
In one line: Thank the S&P.
In one line: The first clear virus hit in the macro data.
In one line: Holding up, but for how much longer?
In one line: Sentiment still very elevated; inflation expectations dip.
In one line: Consumers are mostly still quite happy, but no sustained improvement is likely.
In one line: The consumer is just fine; recent softness in spending is temporary.
In one line: Trade wars have consequences.
Today brings only the preliminary Michigan consumer sentiment data for January so we want to take some time to look at how recent changes to Medicare Part B premiums, which cover doctors' fees, are likely to affect inflation over the next few months.
Three separate stories will come together to generate today's September core CPI number. First, we wonder if the hurricanes will lift the core CPI.
A big picture approach to the China trade war, from the perspective of Mr. Trump, is reasonably positive. The president very clearly wants to be re-elected, and he knows that his chances are better if the economy and the stock market are in good shape.
Convention dictates that we lead with yesterday's Fed meeting, but it's hard to argue that it really deserves top billing.
We were surprised by the weakness of the April housing starts report; we expected a robust recovery after the March numbers were depressed by the severe snowstorms across a large swathe of the country. Instead, single-family permits rose only trivially and multi-family activity--which is always volatile--fell by 9% month-to-month.
While we were out, most of the core domestic economic data were quite strong, with the exception of the soft July home sales numbers and the Michigan consumer sentiment survey.
After a very light week for economic data so far, everything changes today, with an array of reports on both activity and inflation. We expect headline weakness across the board, with downside risks to consensus for the December retail sales and industrial production numbers, and the January Empire State survey and Michigan consumer sentiment. The damage will b e done by a combination of falling oil prices, very warm weather, relative to seasonal norms, and the stock market.
This week has seen a huge wave of data releases for both January and February, but the calendar today is empty save for the final Michigan consumer sentiment numbers; the preliminary index rose to a very strong 99.9 from 95.7, and we expect no significant change in the final reading.
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