Consumer Sentiment – Twitter Sentiment Index and University of Michigan Consumer Sentiment The GS Twitter Sentiment Index remains low. Image: Goldman Sachs Global Investment Research
Twitter Sentiment Index and University of Michigan Consumer Sentiment The Goldman Sachs Twitter Sentiment Index suggests that U.S. consumer sentiment appears to be deteriorating. Image: Goldman Sachs Global Investment Research
World Consumer Sentiment and Real World GDP Growth World consumer sentiment change is back to neutral and suggests a rebound in world GDP growth. Image: Pictet Asset Management
U.S. Consumer Sentiment and Recession Historically, drops of 15% are a recession signal. The chart does not suggest an imminent recession in the United States. Image: The New York Times
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. Image: J.P. Morgan
University of Michigan Consumer Sentiment Index Leads U.S. Unemployment Rate This chart suggests that the University of Michigan Consumer Sentiment Index leads the U.S. unemployment rate by 9 months. An R² of 0.80 is quite high and significant. Image: Deutsche Bank
University of Michigan Consumer Sentiment Index – Current Conditions Index This index has been negative year-over-year for 8 consecutive months. This is rare outside of recession. Image: Pictet Asset Management
University of Michigan Consumer Sentiment Index Leads U.S. Unemployment Rate This interesting chart suggests that the University of Michigan Consumer Sentiment Index leads the U.S. unemployment rate by 7 months (R = 0.95). Image: Paolo Cardena
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. Image: Credit Suisse
Conference Board Consumer Confidence Index vs. University of Michigan Consumer Sentiment Index History tells us that before a recession, the consumer confidence vs. sentiment spread always peaks and then declines. Image: Crescat Capital LLC