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Consumer Sector
Research
 
 
FAX ARCHIVE   March 2017
Date  Subject Descriptive Information
March 31 BEST OF MOMENTUM Consumer Spending Highlights
March 22 WHAT'S HAPPENING TO CREDIT? Credit Rejections on the Rise; Will Be Impediment to Vehicle Sales; Auto Loan Applications Already Lower; Home Price Measures Catching Up With Reality?; Housing Affordability Still OK; Forecast Unchanged
March 22 WHAT'S HAPPENING CREDIT? Credit Rejections on the Rise; Will Be Impediment to Vehicle Sales; Auto Loan Applications Already Lower; Home Price Measures Catching Up With Reality?; Housing Affordability Still OK; Forecast Unchanged
March 16 STILL SPENDING Feb Good for Discretionary Retail Sales ex. Autos; Travel Recovery Falters; Job Expectations + For Younger Consumers; Employment Slowing; ARM's to the Rescue' Lenders Increasingly Nervous
March 8 WHAT HAPPENS NOW? Health Insurance Costs; Lodging Activity; Population Change; Home Prices; Wealth Understated; How Much Inflation Can the Consumer Afford?
March 2 Things to Watch Real Spending Slowing 
Despite Favorable wage and DPI growth;  Wage still Being Underestimated;  "No" to Higher Prices; Tavel Slows Post-election; Home Prices Depend on Who you Believe; Inflation, and GDP, Are Higher than The Data Tells Us. 
March 2 BEST OF MOMENT'uM Consumer Spending Highlights


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