U.S. Consumer Confidence
U.S. Consumer Confidence The U.S. economy has experienced robust growth, as reflected in the headline GDP data, but consumer confidence has worsened. Image: Morgan Stanley Research
U.S. Consumer Confidence The U.S. economy has experienced robust growth, as reflected in the headline GDP data, but consumer confidence has worsened. Image: Morgan Stanley Research
CEO Confidence The recent improvement in CEO confidence in the U.S. indicates a renewed sense of optimism among business leaders. This is a significant development that can have far-reaching effects on the U.S. economy and business landscape. Image: BofA Global Research
NFIB Small Business Confidence Index The NFIB Small Business Confidence Index has fallen to 88.5, a level linked with recessions. This decline is concerning as it suggests small business owners are less optimistic about their businesses and the economy. Image: Real Investment Advice
S&P 500 Buybacks vs. CEO Confidence (Leading Indicator) S&P 500 buybacks are likely to rebound, as CEO confidence typically leads buybacks by 6 months. Image: Morgan Stanley Research
Conference Board Consumer Confidence, Twitter Sentiment Index, University of Michigan Consumer Sentiment Despite strong economic performance, U.S. consumer confidence has shown improvements but has not yet returned to pre-pandemic levels, indicating that the recovery process is not yet complete. Image: Goldman Sachs Global Investment Research
Consumer Confidence Composite and S&P 500 While confidence has increased alongside the market rally, the enthusiasm seen in the U.S. stock market appears to be detached from the main driver of the economy, which is the consumer. Image: Real Investment Advice
Conference Board Consumer Confidence and U.S. Treasury Yield Curve Historically, the U.S. Treasury yield curve has tended to follow consumer confidence, underscoring the importance of monitoring consumer confidence as a potential indicator of future yield curve movements. Image: Morgan Stanley Wealth Management
NFIB Confidence vs. U.S. Small-Cap Stocks There is a good correlation between the annual rate of change in the NFIB Small Business Survey and U.S. small-cap stocks. Image: Real Investment Advice
Recessions and Conference Board Consumer Confidence Index Expectations Less Present Situation Historically, low consumer confidence expectations have not been a positive sign for the U.S. economy. Image: Morgan Stanley Wealth Management
S&P 500 – CEO Confidence Survey and Recessions Weak CEO confidence does not bode well for U.S. stocks. Image: Real Investment Advice