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Consumer Sector
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FAX ARCHIVE   October 2015
Date  Subject Descriptive Information
October 21 MORE QUESTIONS THAN ANSWERS Mood Up Slightly But Not Mood Trend;  Leading Jobs Indicator Negative; Discretionary RetailSales Up Slightly.  Will This Hold Through December?;  PCE & CPI Inflation Trends; Housing Support Primarily Multifamily; TRID Rules Cause Volatility in Mortgage Apps
October 14 THE TWO FACES OF JOBS AND SPENDING Private job gains are slowing but government jobs a +;  No Matter, the Unemployment Rate Will Move Ever Lower;  Consumers Expect Fewer Job Losses But Fewer Gains, Too; Income Expectations Stable But Spending Plans Slow;  Vehicles Are the Mover of Retail Sales. If They fall Will Other Spending Be Helped or the Total Slowed?;  Lower Prices Hurt Retail Sales, But Even Real Spending is Weak
October 1 HANDOUT Handout


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