U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In May, U.S. real retail sales stand at 22.13% YoY. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.

Performance – S&P 500 vs. Retail Favorites

Performance – S&P 500 vs. Retail Favorites Despite the recent weakness, retail investor stock picks are still beating the S&P 500 by a large margin since 2020’s March low. Image: J.P. Morgan

New Retail Investors and Stock Market Selloffs

New Retail Investors and Stock Market Selloffs New retail investors are willing to invest more money if there is a stock market selloff of up to -3%. Image: Deutsche Bank Asset Allocation

S&P 500 Index vs. Retail Favorites Index

S&P 500 Index vs. Retail Favorites Index Retail investor stock picks are beating the S&P 500 Index YTD. But are retail investors ready for a market crash? Image: The Daily Shot