I have been on a break from posting to my blog here. I will be back soon.
Much of the important data will be out within a month. One thing that I am focused on is how much capital income has reduced their consumption. I sense that the much of the slowdown in consumption is related to capital income starting to protect their cash flows. I have not seen this up until 1st quarter 2015. But I suspect that 2nd quarter will show something.