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Consumer Sector
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FAX ARCHIVE   August 2014
Date  Subject Descriptive Information
August 25 STIL WAITING FOR THE 3% ECONOMY Retail Sales Trends - Still Slowing;  Home Sales & Prices a little below last year despite slowing price rises; Huh??... Higher Costs & Prices, but No Higher Inflation?;  Geopolitical Events drive world travel to U.S.;  Lower Debt Levels for Everything But Autos   Is there anything to replace the growth from vehicle production & sales?
August 12 FADING FINANCES & OTHER WORRIES The Mood Starts to Fall; Quarterly Spending Patterns; Weekend Lodging; 65+ Labor Force; Revolving Credit Growth; Are housing Prices a Worry?
August 7 INCOME & SPENDING; INFLATION; INVENTORIES Spending-Wages-DPI - Slowing; Discretionary vs. Necessity Spending; Total Consumer Spending - Nominal, Units, Prices; Core Inflation & Real Core Spending; Inventory Build is at Manufacturing; Health Care Demand Estimates
August 5 BEST OF MOMENTUM Consumer Spending Highlights.


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