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Consumer Sector
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FAX ARCHIVE   October 2021
Date  Subject Descriptive Information
October 25 Will It Really Be Different This Time? How Much Can Consumers Afford? Plunging Mood A Leaning Indicator; What Matters Most; Concerns Rise Over Future Wealth; Housing Pause; Lots of Supply, But Were's the Housing Demand?
October 18 AN ABSENCE OF GOOD NEWS Sentiment Dips Again; Discretionary Prices Now Expected to Rise, Join Food  Energy; Price Elasticity?; Retail Inventories Rising; Consumers' Bleak Financial Outlook; CPI-The Last to Know 
October 11 DEMAND OR SUPPLY ISSUES? Transitioning to "Normal"; Young Returning But Ol Leaving Labor Force; Birth/Death adjustment Rising; Consumer Credit Growth Slows; Debt Payments Rising, but Low Relative to Income; Energy Costs on the Rise
October 4 AS WE THOUGHT Wages Income & Spending Slowing as Inflation HurtsReal Demand; Extra $$ Gone; Services Primary Source of Spending Growth;All Goods Spending Slows;  But Even Services Have Slowed; Inventories Rising


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