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FAX ARCHIVE   January 2022
Date  Subject Descriptive Information
January 31 SHORTAGE OF DEMAND, NOT STUFF IDA to the rescue; Inventory Rise - Structural or cyclical?; Wages, Benefits  High but Stable; Big Monthly Payments; Who's Got the Wealth, Debt?;  Leave It to the Government To Get Behind theCurve.
January 31 FORECAST TABLE HANDOUT & FORECAST TABLE - corrected
January 24 WHAT TO REMEMBER THIS WEEK

Spending Goes With The Mood; Higher Rates to slow Housing; Waiting  For Population Slowing To Show it's Impact; Watch the Demographics; Multi Family demand to rumble; Quit?  You bet. 

January 17 LOTS OF WORRY Mood Faltering; Real Demand Drops;  Building Materials Retailers + From Weather; Consumers Worried; Except Elderly; Inflation Slowing
January 10 NOT WHAT YOU MIGHT THINK Employment & Wages likely to slow in January; Retirements Continue;  {Possible Reasons for Credit Surge; Non Mortgage Debt Rising Rapidly; Particularly for Younger Consumers; Inventories are High.
January 3 A NEW YEAR OF UNCERTAINTY No Extra $; Even Younger Moods Fading; Holiday 2021 Spending Not Sustained;  No Inventory Problems; Are Consumers Saying NO?; Population Growth Key


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