U.S. Consumers and Large Durables

U.S. Consumers and Large Durables Good news for the U.S. economy! American consumers are buying large durables again, despite tariffs and trade uncertainty. Picture source: Arbor Research & Trading LLC

U.S. Consumer Sentiment

U.S. Consumer Sentiment The University of Michigan Consumer Sentiment Index is more sensitive to financial markets, whereas the Conference Board Index reflects labor market conditions. Picture source: J.P. Morgan

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. Retail Sales and Consumer Sentiment

U.S. Retail Sales and Consumer Sentiment Currently, the consumer is doing well, keeping the U.S. economy from tanking, and consumer sentiment is high. Picture source: Credit Suisse

Tariffs Are Raising Prices for U.S. Consumers

Tariffs Are Raising Prices for U.S. Consumers The charts show that U.S. consumer and producer prices have risen more quickly in tariff-affected categories. This is unfortunate in this late business cycle. Picture source: Goldman Sachs Global Research

Fed Rate Cuts Boost Consumer Spending

Fed Rate Cuts Boost Consumer Spending The chart shows real PCE around first Fed rate cut: recession vs. no recession. Fed rate cuts are more effective during a recession. Picture source: Ned Davis Research

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