Consumer Sentiment Index and Subsequent 12-Month S&P 500 Returns

Consumer Sentiment Index and Subsequent 12-Month S&P 500 Returns Historically, sharp drops in consumer sentiment have often preceded strong stock market performance over the following year, making sentiment lows a potential signal for future gains. Image: J.P. Morgan Asset Management

U.S. Consumer Confidence Composite vs. Trailing S&P 500 Valuations

U.S. Consumer Confidence Composite vs. Trailing S&P 500 Valuations The composite consumer confidence index is highly correlated with trailing one-year S&P 500 valuations, which can signal times of market exuberance or caution. Image: Real Investment Advice

U.S. Presidential Approval Rating vs. Consumer Confidence

U.S. Presidential Approval Rating vs. Consumer Confidence Trump’s approval exceeds Biden’s late-term lows, but deteriorating consumer confidence’s predictive power signals substantial downside risk as economic anxieties translate into political consequences. Image: Deutsche Bank Asset Allocation

U.S. Consumers – Stock Prices and Income Expectations

U.S. Consumers – Stock Prices and Income Expectations U.S. consumers are experiencing a notable rise in optimism regarding stock market returns for the next 12 months, but this may lead to disappointment as their outlook on income growth does not reflect the same enthusiasm. Image: Deutsche Bank

Consumer Confidence Composite and S&P 500

Consumer Confidence Composite and S&P 500 While the U.S. stock market has experienced a remarkable rally, consumer confidence has waned since 2019, underscoring a disconnect between financial market performance and broader economic sentiment. Image: Real Investment Advice

U.S. Consumer Sentiment

U.S. Consumer Sentiment and Recession In recent months, U.S. consumer sentiment has improved markedly, mainly due to lower inflation, the positive performance of risk assets and a recovery in real income growth. Image: Deutsche Bank