U.S. Retail Market Share by Category

U.S. Retail Market Share by Category This chart shows how quickly online shopping is eating the traditional retail world. Picture source: Institute of International Finance

U.S. Retail Sales and Consumer Sentiment

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. Picture source: Credit Suisse

U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In July, U.S. retail sales hit an all-time high. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.

Investor Movement Index vs. S&P 500

Investor Movement Index vs. S&P 500 The Investor Movement Index indicates the sentiment of TD Ameritrade retail investors. Thus, retail investors are net buyers of equities when the stock market is expensive, and they are net sellers of equities when the stock market is cheap. As usual, retail investors react to equity price movements. They buy and sell…

How’s the US Economy Doing Now?

How’s the US Economy Doing Now? The real GDP Nowcast relies on soft data such as consumer and business surveys and hard data such as retail sales and industrial production. It forecasts the growth of real GDP. At full employment, GDP returns to the level of potential GDP. If a recession were to occur today,…