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Consumer Sector
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FAX ARCHIVE   November 2020
Date  Subject Descriptive Information
November 30 HANDOUT Handout and forecast table.
November 30 BEST OF MOMENTUM Consumer Spending Highlights
November 23 HAPPY THANKSGIVING Unusual Recession;  Nonstore Retailers Growing; Consumer Moods Still Fail to Rally; Lows 3Q Debt Growth; Upper Credit consumers Borrowing More; Debt by Age Group
November 16 NO DOUBLE DIP YET No Post Election Sentiment Boost; As Consumers Stay Home; But Inventories Getting Replenished; More Lending; Extra $$ From Home Equity
November 9 IN RECOVERY MODE? Good Month for Consumer Wage Growth; Huge October Gain in Retail Jobs; Part time Worker rebound; Job Decline On Par With Last Cycle, But Income Growth Better; Borrowing In Recovery
November 2 WHAT'S NEXT? Consumer Sentiment Still Lagging; Business Moods Boosted by Low Inventory & Higher Prices; Sept. Consumer Spending God Balance Durbles, Nondurables, Services; Durables Still Best Spending Area; Lodging & Recreation Still Weak; Are Wages & Benefits Slowing?


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