Search Results for: consumer

U.S. Consumer Confidence The U.S. economy has experienced robust growth, as reflected in the headline GDP data, but consumer confidence has worsened. Image: Morgan Stanley Research

U.S. Consumer Prices Index vs. U.S. Composite PMI Input Prices (Leading Indicator) U.S. Composite PMI Input Prices tend to lead U.S. CPI by 6 months, reflecting the impact of changes in input prices on consumer prices over time. Image: Charles Schwab

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

Conference Board Consumer Confidence, Twitter Sentiment Index, University of Michigan Consumer Sentiment Despite strong economic performance, U.S. consumer confidence has shown improvements but has not yet returned to pre-pandemic levels, indicating that the recovery process is not yet complete. Image: Goldman Sachs Global Investment Research

Consumer Confidence Composite and S&P 500 While confidence has increased alongside the market rally, the enthusiasm seen in the U.S. stock market appears to be detached from the main driver of the economy, which is the consumer. Image: Real Investment Advice

Recession – Conference Board: Consumer Expectations – Current Conditions Gloomy confidence expectations have historically not been a positive sign for the U.S. economy, which can potentially lead to reduced spending and investment. Image: The Daily Shot

Conference Board Consumer Confidence and U.S. Treasury Yield Curve Historically, the U.S. Treasury yield curve has tended to follow consumer confidence, underscoring the importance of monitoring consumer confidence as a potential indicator of future yield curve movements. Image: Morgan Stanley Wealth Management

Recession – U.S. Banks Reporting Increased Willingness to Lend to Consumers With the growing reluctance of banks to provide loans to consumers, there is a concerning implication for the state of the U.S. economy. Image: Deutsche Bank

Energy vs. Consumer Discretionary Stocks Should investors remain long energy stocks? Image: BofA Global Investment Strategy

Recessions and Conference Board Consumer Confidence Index Expectations Less Present Situation Historically, low consumer confidence expectations have not been a positive sign for the U.S. economy. Image: Morgan Stanley Wealth Management