Consumer Analysis: Outlooks

Oct 26, 2009
Outlook: Balance Sheets
More hints at improvement on the horizon.

Oct 20, 2009
A Less-Bad Holiday Season
Sales will not plunge again, but growth will be scant.

Sep 08, 2009
Consumers Will Struggle in Early 2010
Many weights will remain even with the recession over.

Aug 24, 2009
Outlook: Income
The picture looks worse.

Jul 29, 2009
Outlook: Balance Sheets
A turn is coming—slowly.

Jun 22, 2009
Outlook: Spending
Spending was falling, is flat, and will grow (next year).

May 21, 2009
Outlook: Income
Government support offsets falling wage income.

Apr 21, 2009
Outlook: Balance Sheets
A slightly brighter outlook?

Mar 10, 2009
Are the Worst Declines in Spending Behind Us?
It is possible.

Feb 20, 2009
Outlook: Income
Income growth this year could be the slowest in 45 years.

Jan 23, 2009
Outlook: Balance Sheets
Crumbling wealth will change consumer behavior.

Dec 19, 2008
Outlook: Spending
The outlook continues to darken.

Nov 24, 2008
Outlook: Income
Consumers struggle to find cash to spend.

Oct 22, 2008
Outlook: Balance Sheets
Conditions continue to deteriorate.

Oct 07, 2008
Holiday Outlook
It will not be a merry Christmas.

Oct 02, 2008
Financial Panic and the Consumer Outlook
Conditions will worsen significantly.

Sep 22, 2008
Outlook: Spending
A recessionary holiday season.

Aug 22, 2008
Outlook: Income
Consumers struggle to find cash to spend.

Jul 29, 2008
Outlook: Balance Sheets
Wealth and credit conditions tumbling.

Jun 19, 2008
Outlook: Spending
Recessionary spending.

May 21, 2008
Outlook: Income
Consumers have little to spend.

Apr 22, 2008
Outlook: Balance Sheets
Deterioration in full force.

Mar 27, 2008
Outlook: Spending
Even the recovery will be modest.

Feb 21, 2008
Outlook: Income
Weaker, except for this summer.

Jan 25, 2008
Outlook: Balance Sheets
The worst is yet to come.

Dec 17, 2007
Outlook: Spending
Recessionary growth on the horizon.

Nov 29, 2007
Outlook: Income
Healthy, but slowing growth.

Oct 24, 2007
Outlook: Balance Sheets
Not good, but not as bad as advertised.

Sep 27, 2007
Outlook: Spending
A weak retail holiday, but no disaster.

Aug 16, 2007
Outlook: Income
Stronger history; still healthy outlook.

Jul 26, 2007
Outlook: Balance Sheets
Balance sheet issues are undermining spending.

Jun 22, 2007
Outlook: Spending
The slowdown in growth is upon us.

May 24, 2007
Outlook: Income
Healthy income growth, but weak cash flow.

Apr 20, 2007
Outlook: Balance Sheets
Housing markets take their toll.

Mar 16, 2007
Outlook: Spending
Subprime woes add to risks.

Feb 22, 2007
Outlook: Income
Income growth has slowed.

Jan 26, 2007
Outlook: Balance Sheets
The worst is yet to come.

Dec 15, 2006
Outlook: Spending
Slowing: when and why.

Nov 27, 2006
Outlook: Income
A near term bump.

Oct 26, 2006
Outlook: Balance Sheets
Consumers are still borrowing!?

Sep 18, 2006
Outlook: Spending
Not a bad holiday outlook.

Aug 22, 2006
Outlook: Income
Income growth remains strong, for now.

Jul 25, 2006
Outlook: Balance Sheets
Credit quality is turning, and growth in wealth is about to.

Jun 22, 2006
Outlook: Spending
Slower growth is not temporary this time.

May 24, 2006
Outlook: Income
Saving to rise, but not cash.

Apr 27, 2006
Outlook: Balance Sheets
Strong but at risk.

Mar 22, 2006
Outlook: Spending
Slower growth is coming.

Feb 24, 2006
Outlook: Income
Wages take the lead.

Jan 25, 2006
Outlook: Balance Sheets
Growing wealth with aggressive borrowing and no saving will not last.

Dec 27, 2005
Outlook: Spending
Service spending to save the day.

Nov 28, 2005
Outlook: Income
Wages set to lead growth.

Oct 24, 2005
Outlook: Balance Sheets
How record wealth and declining credit quality fit together.

Sep 30, 2005
Outlook: Spending
What a difference a few weeks make.

Aug 25, 2005
Outlook: Income
Wages are and will continue to lead income growth.

Jul 20, 2005
Outlook: Balance Sheets
Household wealth at a record high, but balance sheets remain at risk.

Jun 23, 2005
Outlook: Spending
Low interest rates boost near term outlook.

May 27, 2005
Outlook: Income
Faster wage growth will not be enough to boost total income growth.

Apr 28, 2005
Outlook: Balance Sheets
Healthy, but at some risk.

Mar 30, 2005
Outlook: Spending
Mixed fundamentals will drive moderate spending growth in 2005.

Feb 17, 2005
Outlook: Income
Faster wage growth will not be enough to boost total income growth.

Jan 26, 2005
Outlook: Balance Sheets
Household finances are generally healthy with variation by income group expected to moderate.

Jan 21, 2005
Outlook: Spending
Spending growth will remain moderate in 2005.