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Weaker job gains may weigh on outlook

Job gains are on a slowing trend through early 2018—except for a strong February—and becoming further concentrated in the West and Southeast. The slowing trend is the result of weakness in certain markets as much as the result of a tight...
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spending confidence trends

Homegoods will buck letup in confidence to spend

Overall consumer confidence to spend continues to move sideways, but the homegoods category will be the exception benefiting from improved spending plans from Millennials to Boomers. That’s the takeaway from the latest spending confidence data through February. The data otherwise support…


Ecommerce gains show challenge to post-holiday outlook

The ecommerce impact on the strong holiday is clearer in the latest retail data: In-store holiday sales improved despite the strongest ecommerce gains in six years. The data also give a sign—albeit mixed—of a January letup from the holiday gains, which…