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Consumer Sector
Research
 
 
FAX ARCHIVE   May 2025
Date  Subject Descriptive Information
May 9 WHAT MATTERS MOST?

Who Says Consumer Sentiment Isn't A Good Predictor;  Fed Says Credit Growth is Strong;  Uncertainty Abounds;  Interest Rates a burden for Many;  Rejection Rates Soar for Mortgage Refi's;  Few Retailers Benefit From Buy-In-Advance
May 2 BEST OF MOMENTUM Consumer spending highlights + A trip to the grocery store.
May 2 LOTS OF UPS AND DOWNS

Goods economy in decline, services up & down;  Average hourly earnings in decline;  Inflation Plunge inMarch??;  Housing vacancies & for sale surge;  extra Money;  Spending rebounds from January’s plunge.

May 2 LOTS OF UPS AND DOWNS

Goods economy in decline, services up & down;  Average hourly earnings in decline;  Inflation Plunge inMarch??;  Housing vacancies & for sale surge;  extra Money;  Spending rebounds from January’s plunge.



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