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Consumer Sector
Research
 
 
FAX ARCHIVE   May 2026
Date  Subject Descriptive Information
May 22 LOOKING FOR SOME POSITIVES Consumer Moods Still Glum As May ends;  Usually Reliable States Job Report Continues To Dive; Demographics at Work;  Hotel Occupancy;  Housing Under Constrction Up; Demand ?;  Renters Unlikely to Buy
May 15 Watch And Wait! No Spring @ retail;   Except for Food and Sporting Goods??;  Weekly Trends Fade;  Borrowers are few;  HELOC Growth Tied to Home Improvement?
May 9 NO SPRING YET! Job Declines Confirmed;  Consumer Moods Dip Again Despite Receding Inflation Fears;  Credit Spikes on Higher Gasoline;  Auto Lending Slows;  Bewafre Seasonal Adjustments; Were is BEA Data Inconsistent withWHR.
May 1 GROWING? Real Spending Grows again;   Real Spending Boosted by Price Declines;  Moods Still Sour;  Future Discretionary Spending Outlook Clouded By Today's Necessities Spending;  ADP Employment Growth Not Confirmed;  Are Lower Food Prices and Volumes Here to Stay?


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