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Consumer Sector
Research
 
 
FAX ARCHIVE   May 2022
Date  Subject Descriptive Information
May 28 BEST OF MOMENTUM Consumer Spending Highlights
May 23 NOW WHAT? Retail Sales Decline Into the Spring;  A Dramatic Slowing in Nominal Spending;  Home Buying, Refi's Slow; House Lookers Not looking; Wealth Matters; Retail Employment too High?
May 16 WE NEED SOME GOOD NEWS Consumer Mood Sour; Consumers Seek Lower Prices; Consumer Credit High, Esp. Credit Cards; Debt Particularly High in Younger Age Groups; Real Spending Gone;  Multi Family Housing Units Increasing Faster Than Demand
May 9 A SHORTAGE TO EXCESS ECONOMY Employment & Wages Back to Normal; ADP On a Streak; Tax Refunds abound; Less PPP $ =  Lower Pickup Prices; So Much $. Why So Much Borrowing? Watch Debt Payment Trend
May 2 BEST OF MOMENTUM Consumer Spending Highlights


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