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.

U.S. Retail Sales in March-April 2020

U.S. Retail Sales in March-April 2020 U.S. retail sales from March to April is dramatic and tumbled by a record 16.4%. Image: Oxford Economics

Global Online Retailers vs. S&P 500 Indexed Price Return

Global Online Retailers vs. S&P 500 Indexed Price Return Global online retailers saw rise in traffic during the coronavirus pandemic. They have outperformed the S&P 500 year-to-date. Image: Goldman Sachs Global Investment Research

U.S. Nonstore Retail Sales

U.S. Nonstore Retail Sales This chart puts into perspective U.S. nonstore retail sales, which are a proxy measure for ecommerce performance. Image: The Daily Shot – The Wall Street Journal

U.S. Retail Vulnerability High

U.S. Retail Vulnerability High Retail job cuts due to bankruptcies are way up and hit highest level since 2005. Image: Quill Intelligence, LLC