Cyclicals/Top 1500 and U.S. Recession

Cyclicals/Top 1500 and U.S. Recession Morgan Stanley sees a massive upside in cyclical shares, in a sharp V-shaped economic recovery. Image: Morgan Stanley Research

U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In January, U.S. real retail sales at 1.85% YoY, and the trend remains up. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.

Share of Countries in Recession

Share of Countries in Recession The global economy plunges into the worst recession since World War II. Image: The Wall Street Journal

Job Losses During Recessions in the U.S.

Job Losses During Recessions in the U.S. The March-May job loss is two times larger than the total GFC job loss. On the positive side, U.S. job losses see revival in May. Image: Oxford Economics

U.S. Heavy Trucks Sales and Recessions

U.S. Heavy Trucks Sales and Recessions U.S. heavy trucks sales declined in November to 462K (annualized). Historically, before recessions and bear markets, heavy truck sales tend to peak and then decline. You may also like “Heavy Truck Sales as Recession Indicator.”