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Consumer Sector
Research
 
 
FAX ARCHIVE   May 2019
Date  Subject Descriptive Information
May 22 HANDOUT HANDOUT
May 15 SEARCHING FOR TRENDS Retail Sales Roller-Coaster; Quarter Looks Slow; Home Remodel Disaster?; Modest debt Growth; Big Spending Headwinds
May 13 CONSUMER WILL NOT PAY HIGHER TARIFF COSTS New Data Collection Methods Raise Issues for CPI, Retail Sales; Fluctuating Fleet Sales Create Roller Coaster Pattern as Consumer Vehicle Sales Fade; Consumer Tax Bills Flat With Year Ago; Consumer Health Care Costs Flattening but Still a Concern; Consumers Reluctant to Borrow
May 3 WHAT TO BELIEVE? Payroll Up, Household Down; Unadjusted Job Growth December-April  Worst in 5 Years; Birth/Death Adjustment Causes Overstatement at Peaks; Birth/Death Adjustment Highest in Sectors With Greatest Growth; Jobs Will Probably Be Revised Lower; Mood Still Gloomy  
May 1 BETTER OR NOT? Spending Increases as Income Slows; Bonus, Overtime Slowing; Big Ups & Downs, But Spending Going Nowhere; Nominal Discretionary S[pendign Growth lowest Since 2013; Case Shiller Finally Finds Slowing Prices; Younger Consumers Share of Spending Rises 


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