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Consumer Sector
Research
 
 
FAX ARCHIVE   November 2017
Date  Subject Descriptive Information
November 16 LESS WILLING OR LESS ABLE? Discretionary Retail Sales Volatile; Holiday 2017 Estimated +4.1%; Consumer Spending Plans Slip; Debt Up %5 Yr/Yr but New Mortgage & Auto Lending Stagnant; HELOCs Decline, Other Up; But Demand for Vehicle, Credit Card & Mortgage Loans Slip
November 13 HANDOUT + FORECAST Most Recent Handout/Forecast
November 6 WHAT TO BELIEVE? Business & Consumer Sentiment; Service Companies May Be Optimistic But Are Slowing Job Dramatically; Wages & Benefits Accelerate in 2017; But October Hourly Earnings Gains Fade; Homeownership Moving Higher but Household Growth Not; Tax Cut Not Enough to Alter Our Outlook


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