Consumer Sentiment Index and Subsequent 12-Month S&P 500 Returns When consumer confidence sinks, stocks often rebound anyway, turning lousy sentiment into fuel for gains. It’s a classic contrarian setup: the worse the mood, the better the returns. Image: J.P. Morgan Asset Management
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
Univ. of Mich. Consumer Sentiment Index and Russell 1000 Index, Trailing 12-Month Gross Profit Margin Should investors expect gross profit margins to disappoint in the coming months? Image: Morgan Stanley Wealth Management
University of Michigan Consumer Sentiment vs. Recessions Historically, lows in consumer sentiment precede strong stock returns. Image: Morgan Stanley Research
12-Month S&P 500 Returns Following Peaks and Troughs of Consumer Sentiment Historically, troughs in consumer sentiment tends to precede big stock market returns. Image: J.P. Morgan Asset Management
U.S. Consumer Sentiment vs. Consumer Spending Americans continue to spend despite rising prices. Image: J.P. Morgan Asset Management
U.S. Consumer Sentiment and U.S. Unemployment Rate Consumer sentiment is a good leading indicator of the trend in the unemployment rate. Image: J.P. Morgan Asset Management
Real S&P 500 and U.S. Consumer Sentiment and Median Expected Inflation U.S. consumer sentiment remains weak as inflation could dampen the economic recovery and consumer spending. Image: BCA 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