Recession – Conference Board: Consumer Expectations – Current Conditions Historically, gloomy confidence expectations do not bode well for the U.S. economy. Image: The Daily Shot
Net Percent of U.S. Banks Tightening Consumer Loan Standards and Recessions Is it a warning sign of a recession on the horizon? U.S. banks are significantly tightening lending standards, which doesn’t bode well for the economy. Image: Morgan Stanley Wealth Management
Consumer Expectations – What Do You Expect of the U.S. Economy over the Next 12 Months? Most American consumers are not very optimistic about the U.S. economy over the next 12 months. Image: BofA Global Research
Univ. of Mich. Consumer Sentiment Index and Russell 1000 Index, Trailing 12-Month Gross Profit Margin Should investors expect gross profit margins to disappoint in the coming months? Image: Morgan Stanley Wealth Management
U.S. Consumer Credit U.S. consumer credit is surging as goods prices continue to rise. Image: BofA Global Investment Strategy
University of Michigan Consumer Sentiment vs. Recessions Historically, lows in consumer sentiment precede strong stock returns. Image: Morgan Stanley Research
Commodities – Commodity Price Shock, Percent of Consumer Spending The commodity price shock on consumers is not yet at the level of the 1970s. Image: Goldman Sachs Global Investment Research
12-Month S&P 500 Returns Following Peaks and Troughs of Consumer Sentiment Historically, troughs in consumer sentiment tends to precede big stock market returns. Image: J.P. Morgan Asset Management
Impact on U.S. Consumer Spending If Oil Prices Rise to $120 If oil prices remain elevated, will the Fed raise interest rates more gradually than markets expect? Image: J.P. Morgan Asset Management
Consumer Confidence Composite and S&P 500 Rising asset prices have not translate into higher consumer confidence. How much will the Fed raise interest rates this year? Image: Real Investment Advice