GLGi: The Housing Slowdown And Its Effect On Consumer Retail Spending

Time & Location

Originally Presented: October 24, 2006 2:00 PM, New York

Presenter(s):

Richard Curtin

Research Professor & Director Surveys of Consumers
UNIVERSITY OF MICHIGAN - CC
What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Agenda:

  • Housing market decline: how deep and how widespread
  • Construction slowdown: less income and employment
  • Wealth slowdown: smaller wealth effects and fewer cash-outs
  • Change accelerator: expected trends in home prices and interest rates
  • Asymmetry: negative reactions faster and sharper than positive
  • Offsets: stock gains, wage increases, declines in gas prices
  • Bottom line for holiday sales

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