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Consumer Sector
Research
 
 
FAX ARCHIVE   June 2016
Date  Subject Descriptive Information
June 30 BEST OF MOMENTUM Consumer Spending Highlights
June 28 Handout Handout + Forecast Table
June 28 FORECAST Forecast Table
June 16 CLUELESS IN DC Retail Sales Rising Even Excluding Gasoline and Drag From Building Materials; Consumers Like Job Prospects but Harbor Income, Debt Uncertainties; The FOMC Doesn't Get It
June 9 WAKE UP FOMC Slowing Job Growth - ALittle Cycle,A Little Demographic; Huge Upward Revisions to Wage Growth Often Missing from Initial Data; Employment Growth > Labor Force Gains; Quits Increasingly For No Rather than New Job; A Little More Debt is Needed;Debt Payments Not the Problem
June 3 HOW WE SEE IT Employment:  Shortage of Jobs or Workers?; Wage Growth OK;  Don't Forget Tax Refunds; Retailer & Vehicle Spending Looking Slightly Better; Lodging Occupancy Better, and So Are Consumer Moods.  Would B Encouraging to See Business Sentiment Improving, Too.


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