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
U.S. Consumer Sentiment and U.S. Unemployment Rate Consumer sentiment is a good leading indicator of the trend in the unemployment rate. Image: J.P. Morgan Asset Management
Consumer Confidence Composite and S&P 500 Rising asset prices do not translate into higher consumer confidence. Image: Real Investment Advice
U.S. Consumers – Z-Scored University of Michigan Buying Conditions Consumer buying conditions for durable goods, vehicles and homes are at their worst since 1980. Image: Arbor Research & Trading LLC
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
Real S&P 500 and U.S. Consumer Sentiment and Median Expected Inflation U.S. consumer sentiment remains weak as inflation could dampen the economic recovery and consumer spending. Image: BCA Research
Consumer Confidence and U.S. 10Y-2Y Yield Curve Is this the peak of the yield curve? Image: Nordea and Macrobond
Consumer Spending Growth Since WWII Consumer spending is expected to increase significantly in 2021. Image: Oxford Economics
Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy