U.S. Consumer Confidence – U.S. Auto Sales U.S. auto sales have fallen by 14% year-over-year in August, amid weaker consumer confidence and spending in the United States. Image: BofA Global Investment Strategy
U.S. Cycle – Spread Between Conference Board Consumer Confidence and UMich Surveys Morgan Stanley expects a “mid-cycle transition”, with a 10%-plus correction for the U.S. stock market. Image: Morgan Stanley Research
Consumer Confidence Composite and S&P 500 Rising asset prices do not translate into higher consumer confidence. Image: Real Investment Advice
U.S. Labor Market – Permanent Unemployment Rate and Consumer Confidence Survey: Jobs “Plentiful” Minus Jobs “Hard to Get” The permanent unemployment rate in the United States is expected to fall significantly. Image: BCA Research
Consumer Confidence and U.S. 10Y-2Y Yield Curve Is this the peak of the yield curve? Image: Nordea and Macrobond
CEO Confidence Another quarter of rising optimism, with CEO confidence hitting an all-time high in Q2 2021. Image: The Conference Board
CEO Business Confidence CEOs are very confident in future business conditions in the United States. Image: Longview Economics
Consumer Confidence Index vs. S&P 500 Does consumer confidence improve or do equities fall? Image: Piper Sandler
U.S. Consumer Confidence Composite vs. S&P 500 The S&P 500 and U.S. consumer confidence are telling very different stories Image: Pictet Asset Management
Conference Board Consumer Confidence and U.S. Treasury Yield Curve Historically, the U.S. Treasury yield curve tends to follow the U.S. consumer. Image: Morgan Stanley Wealth Management