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Tag Archives: CMI

What is This – Slow Recovery, Double Dip or One Long Recession?

The difference between the NBER defined recession and the Main St economy has seldom been greater. The consumer is in a double dip or one long recession.

Posted byRick Davis29 October 201029 October 2010Posted inBusiness News and Analysis, Economic Indicators (USA), Leading Indicators, Personal Income and ConsumptionTags: CMI, recession1 Comment on What is This – Slow Recovery, Double Dip or One Long Recession?

Consumer Contraction Now Exceeds the Great Recession

The aggregate severity of the 2010 consumer contraction has exceeded that of 2008. The projection is that 2010 will be more than 50% worse than 2008.

Posted byRick Davis27 October 201027 October 2010Posted inBusiness News and Analysis, Consumer Sentiment, Leading IndicatorsTags: CMI, consumers, recession8 Comments on Consumer Contraction Now Exceeds the Great Recession

Political “FUD” and the Consumer Psyche

Fear, uncertainty and doubt (“FUD”) in any form increases cautious behavior, and in the case of consumers that might just reinforce new-found habits of frugality.

Posted byRick Davis19 October 201019 October 2010Posted inEconomic Indicators (USA), Personal Income and ConsumptionTags: CMI, discretionary consumer durables4 Comments on Political “FUD” and the Consumer Psyche

The 800 Pound Gorilla is Starving

Consumer discretionary spending is showing negative growth worse than the depths of The Great Recession. Other components of GDP are degrading as well.

Posted byRick Davis9 October 201019 October 2010Posted inEconomic Indicators (USA), GDP, Personal Income and ConsumptionTags: CMI, Rick Davis

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