Data for Store Sales released today shows that consumers reigned in their spending for the week, "driving the year-on-year to only +1.8% for one of the lowest rates of the recovery."
This was in spite of a rise in Personal Income for the month, while the price of goods (and housing) rose. Perhaps buyers are waiting for "back-to-school" sales before they part with any extra cash...or even paying off debt.
So far today, credit-card stocks are down from yesterday's close, as Visa pulls back from its all-time high. They're the ones to watch for any further signs of weakness.