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Consumer Sector
Research
FAX ARCHIVE
April 2025
Date
Subject
Descriptive Information
April 4
SELF INFLICTED GLOOM
Payroll Jobs Remain Overstated; There is a correlation between weath & Spending; Bad News Blues; Air Travel & Freight Headed To Downturn; Tax Refunds Won't Buy a New Car; Robust Inventories Will Buffer Higher Prices...For a While
April 1
BEST OF MOMENTUM
Consumer Spending Highlights
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