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John Burns: Beware the Household Formation Headlines

February 20, 20151 Mins read225
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By Ali Wolf and Chris Porter Beware the household formation headlines! The current data-----1.3 million households formed in 4Q14-----likely overstates actual household growth. Since 2007, 6 out of 8 of the gains in the fourth quarter were given back in the subsequent first quarter by negative household formation (see graph below). Also, no other data point we […]

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