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Consumer Sector
Research
 
 
FAX ARCHIVE   December 2022
Date  Subject Descriptive Information
December 19 TIME FOR THE FED TO LOOK AT THE REAL ECONOMY Payrolls Flat;  Household, States Tally, Payroll Comparisons;  Retail Sales Ex Gasoline;   Monthly Retail Sales; Outlook By Age Group; Inflation Outlook  
December 12 WATCH AND WAIT Temp Job Trends; Inventories;  Manufacturing Mood Lags;  Debt Payments; Upper Income Moods;  Food Inflation
December 5 WHAT TO BELIEVE? Payroll gain is 4x Household; Payroll Probably Struggling With Bad Population Model; October Spending Boost From Durables;  But Vehicle Demand Dropped in November;  Home Prices; CPI At Odds with Deflators
December 3 BEST OF MOMENTUM Consumer spending highlights


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