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Consumer Sector
Research
 
 
FAX ARCHIVE   August 2019
Date  Subject Descriptive Information
August 30 BEST OF MOMENTUM Consumer spending highlights.

August 26 REVISED INTO IT Benchmark Revision Largest Since 2010; Confirming QCEW Data; 1Q Wage Surge Doubtful; December 2018-February 2019 Spending Data Doubtful; Weak Travel; Lower Mortgage Rates Not Helping  
August 21 HANDOUT Handout
August 19 JUST STARTING OR ALMOST OVER? Consumer Spending Has Not Accelerated; Recent Retail Sales improvement Questionable; Slower Spending; Retailer Sales - no Acceleration for Most; Moods Darkening;Debt Relief On The Way
August 12 WEIGHED DOWN BY UNCERTAINTY Consumer vs Business Sentiment; Time To Pay Off Debt; Two Different Debt Burdens; Student  Debt; Airline Passengers Better Than Freight; Restaurants Slowing
August 5 SLOWER JOB AND INCOME GROWTH Slower Consumer Wage Gains; 1Q wage Surge Questionable; ECI Slowing, Too; Cyclical Sectors Slowing; December to July Unadjusted (real People) Job Growth Negative; Travel Setor Slowing


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