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Consumer Sector
Research
 
 
FAX ARCHIVE   October 2022
Date  Subject Descriptive Information
October 31 BEST OF MOMENTUM Consumer spending highlights
October 31 ALL SLOWING NOW...BUT Service Spending Slowing; Credit Growth Slowing, Too; All Retail Except Clothing and Restaurants Deflating; Home Price Declines; Wages & Benefits Slow; Inventories Rise
October 24 IT'S ALWAYS ABOUT THE ECONOMY Paths Diverge For Payroll, State Employment Tally;  Retirement savings Dwindle; Home Prices Retreat, Along With Refi $$;  Growing # Of Recipients to See Big 8.7% Social Security Increase come January; 3Q Real Spending Slow, 4Q Outlook worse. 
October 17 Bad Data - Old Data - What's Really Going On Inflation Slows; PPI/CPI Price Gap Widens; Retailer Prices Revised to Decline; Sales Trend Not Indicating Happy Holiday; Upper, Lower Income Spending Plans; Who Does the Spending
October 10 REVISED INTO A RECESSION Labor Market Slowing; Employment Above 2019 In Most Industries; Layoff Plans, Unemployment Benefits Rise; Consumer Debt Payments Rise; No Mortgage Apps
October 3 THE RECESSION CONTINUES Slower Income Growth; Housing Prices Plunge; Retail Prices Revised; Inventories Climb; Extra Monies one; Services Rebound Fades


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