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Consumer Sector
Research
 
 
FAX ARCHIVE   May 2015
Date  Subject Descriptive Information
May 27 WHO TO WATCH
Consumer Mood Good but Concerns Evolving; Cost of Living Less Favorable Than it Looks on the Surface; Lodging Occupancy Falling but Rates Still High; Total Housing Affordability Masks Significant Differences by Age/Demography; For Example, the Debt Laden 35-44 Age Group Sees Huge Drop in Homeownership; Yet They Are the Group to Watch
May 18 HANDOUT Handout
May 12 GOOD FOR THE CONSUMER,BAD FOR THE DATA 2Q Off to Good Start With Employment Rising; Employment Expectations Better, as are Wages & Benefits & Consumer Income; Credit Gains are Modest but In Good Areas; 1Q Credit Card Accounts Rise but Balances Drop - Looks Seasonal; Exports, Inventory Build Problems for GDP


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