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Consumer Sector
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FAX ARCHIVE   September 2019
Date  Subject Descriptive Information
September 30 BEST OF MOMENTUM Consumer Spending Highlights
September 24 HANDOUT September 2019 Handout
September 23 WHICH WAY NOW? Net Worth Continues Expanding; Household Real Estate Value Revised Up; FOMC Uncertainty Insurance?; Housing Forecasts Likely to Be Upward Revised; Wither Vehicle Production?; Lodging Demand Sill Slow
September 16 WATCHING WHO DOES WHAT Consumer Borrowing; Net Extensions of Consumer Credit; Spending Share Rises for Millenials; Retail Sales Not as Good as 1st Glance; Increasing Wealth & Earnings Concerns; Consumer is Worried
September 9 JUST AS EXPECTED - SO FAR Job Growth as Expected; Higher Earnings Support Wage Growth; Worker shortage?  Not for Census; forecast is for Modest Improvement in Employment Growth; But Moods are Fading; Refi to Lower Payments
September 3 LOWER INCOME BUT TARIFF BUY IN ADVANCE SPENDING A PLUS Income Growth Clearly Slowing But Pre Buying Help Spending; Vehicle Prices Rising, Sales Volatile; Non Vehicle Durables Also Buy In Advance; Too Many Inventories?; Sentiment Slowing Now Apparent For A Year; Older Consumers Weather Markets, Home Prices


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