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Consumer Sector
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FAX ARCHIVE   July 2019
Date  Subject Descriptive Information
July 31 BEST OF MOMENTUM Consumer Spending Highlights
July 30 MAKING SENSE OUT OF NONSENSE Spending Back To Where it Was; Wages Surge But Not DPI; Wage, Spending Trends in Unusual Divergence; Durables Spending Revised Downward; Maybe Demand, NotTrade, Cause of Inventory Build; Een Case Shiller Sees Slowing Home Prices
July 26 WHERE DID THIS DATA COME FROM? Real World and Data Diverge; Quarterly Durable Goods Spending Bizarre; Big Upward Revision in Wages; Same Bizarre 1Q Wage Growth; Households & Homeownership; Housing Shortage? 
July 25 HANDOUT Handout & Forecast Table
July 17 NOT WHAT YOU THINK Accelerating Weakness at Retail; No 2Q Rebound in Discretionary Sales; Prices Rising at Retail; Big Spending Consumers Worried; Credit Applications Slowing; Fewer Applications ansales for Autos
July 10 SLOWLY GROWING Worries Businesses; Volatile Spending; Worried Consumers; Weak Labor Markets; Prices Too High; Debt Payments & Burden
July 1 BEST OF MOMENTUM Consumer Spending Highlights


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