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Consumer Sector
Research
 
 
FAX ARCHIVE   October 2018
Date  Subject Descriptive Information
October 30 BEST OF MOMENTUM Consumer spending highlights.
October 29 WHAT TO BELIEVE THIS WEEK Sentiment  Points to Slower Sales; Notable Slowing Income, Spending Growth September; Unit Data Questionable,But So is Nominal; September Vehicle Sales - How Good Were They>; Argue The Home Price Trend but Not the Sales Trend; Travel Still 'Storm Fusion'
October 23 BE CAREFUL WHAT YOU BELIEVE Consumer Spending Slowing; Big regions See Slowing Employment Gains; Real GDP Growth Unlikely to Exceed 3% This Year; Overall Mood Sustained by Wealth; Inflation Likely higher Than Published; 1/2 of CPI Components 'Quality' Adjusted.
October 17 HANDOUT HANDOUT
October 9 INCOME AND GOODS INFLATION
Rise in Household Jobs Lowers Unemployment.  Payroll Report Slows; Wage Growth OK but Mfg. Workweek Eases -- May be Hurricane Related; Consumer Credit growth Mainly In 'Other'; Credit's Cost Up on Interest Rates - Payments Move Higher; Consumer Inflation Expectations Rising; Buying Indices Declining With Price Fears
October 2 CONSUMER SAYING NO TO HIGHER PRICES Did Consumers Buy in Advance?; Lodging Down; High Prices Hurting Demand?; Restaurants, Apparel Dominate Spending?; Slowing New Home Sales; Low Debt Boosting Wealth


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