Conference Board CEO Confidence

Conference Board CEO Confidence Chart showing that CEOs in the U.S. remain pessimistic about current economic conditions. Picture source: Morgan Stanley Research

Consumer Confidence and Business Confidence

Consumer Confidence and Business Confidence Consumer confidence has remained relatively strong, but may weaken later this year due to the decline in business confidence. Picture source: Wells Fargo Investment Institute

U.S. Output Gap vs. U.S. Consumer Confidence

U.S. Output Gap vs. U.S. Consumer Confidence Great chart showing the strong correlation between U.S. consumer confidence and the U.S. Output Gap. U.S. consumer confidence always peaks before a recession. Picture source: Pictet Asset Management

Consumer Confidence Spread and U.S. Jobless Claims

Consumer Confidence Spread and U.S. Jobless Claims Interesting chart showing a good correlation between the consumer confidence spread and jobless claims. As a reminder, the consumer confidence vs. sentiment spread always peaks and then declines before a recession. You may also like “Conference Board Consumer Confidence Index vs. University of Michigan Consumer Sentiment Index.” Picture source:…

CEO Confidence & Business Confidence

CEO Confidence & Business Confidence Deutsche Bank points out that something happened to CEO confidence and business confidence when the trade war escalated in 2018H2. Picture source: Deutsche Bank Global Research