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

S&P 500 Sector Expectations

S&P 500 Sector Expectations Chart suggesting quarantines end in June and economic growth recovers to means, based on consumer searches, economic data and policy uncertainty. Image: Arbor Research & Trading LLC

Real GDP in U.S.

Real GDP in U.S. The revised U.S. GDP growth for Q2 2024, at an annual rate of 3%, highlights strong economic performance, supported by robust consumer spending and business investment, with expectations for continued growth in the near future. Image: Deutsche Bank

U.S. Retail Sales and Food Services vs. Fair Value Model

U.S. Retail Sales and Food Services vs. Fair Value Model After disappointing U.S. retail sales in September, this chart provides a good forward guide for U.S. consumer spending. The Fair Value Model leads consumption and includes: ASA Staffing Index (temps), spread between good unemployment (job leavers) and bad unemployment (job losers), and forward-looking income expectations.…