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Consumer Sector
Research
 
 
FAX ARCHIVE   October 2020
Date  Subject Descriptive Information
October 19 MIXED MESSAGES No Mood Lift Yet; Unadjusted Retail Sales = Year Ago Levels; Retail Sales Boost From Used Vehicles;  Hotel Occupancy on Hold; Census Winding down; The Consumer Thinks "It's The Government's Fault"
October 12 BORROWERS vs LENDERS – JOBS vs MONEY

Revolving Credit Growth Plunges; Big Savings From Lower Debt + Interest Costs; Big Hiring Plans; Beware Low Tax Refunds 2021

October 5 OCT. 2020 UPDATE Stronger Workweek Propels Wages; Labor force participation Rate Declines and With It the Unemployment rate; Durables Still The Clear Recovery Winner; Consumer Wealth Rises Further; Low Debt Burden As We Enter the New Year; Home Sales Likely Good, Not Great
October 1 BEST OF MOMENTUM Consumer spending highlights.



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