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
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
Conference Board Consumer Confidence and U.S. Treasury Yield Curve Historically, the U.S. Treasury yield curve tends to follow U.S. consumer confidence. Image: Morgan Stanley Wealth Management
Consumer Confidence and U.S. 10Y-2Y Yield Curve Historically, the U.S. 10Y-2Y Treasury yield curve tends to follow U.S. consumer confidence. Image: Nordea and Macrobond
S&P 500 Index vs. Conference Board Consumer Confidence Index The S&P 500 Index and consumer sentiment have diverged since July 2021. Should investors expect market weakness? Image: Morgan Stanley Wealth Management
Consumer Confidence Index vs. S&P 500 Does consumer confidence improve or do equities fall? Image: Piper Sandler
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. 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
U.S. Consumer Confidence Composite vs. S&P 500 The S&P 500 and U.S. consumer confidence are telling very different stories Image: Pictet Asset Management