Performance – U.S. Listed Equities That Are Popularly Traded On Retail Platforms vs. S&P 500 The favorite U.S. stocks of retail investors have outperformed the S&P 500 by a large margin since March lows. Image: BCA Research
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.
Performance – Retail Trading Favorites vs. S&P 500 The most popular retail trading stocks have outperformed sharply the broader market. Image: Goldman Sachs Global Investment Research
Individual Investors and U.S. Online Brokers Retail Trades The lockdowns and the move to zero commissions in October boosted individual investor trades. Image: Goldman Sachs Global Investment Research
Average Number of Retail Accounts Holding and Megacap Growth Stocks In the aftermath of the coronavirus pandemic, the number of retail accounts holding mega-cap growth stocks has surged overall. Image: Deutsche Bank Asset Allocation
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 saw rise in traffic during the coronavirus pandemic. They have outperformed the S&P 500 year-to-date. Image: Goldman Sachs Global Investment Research
WTI Crude Oil Spot Price and Retail Automotive Gasoline U.S. retail gasoline prices are expected to fall, as OPEC+ failed to agree production cuts. Image: Deutsche Bank Global Research
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 Retail job cuts due to bankruptcies are way up and hit highest level since 2005. Image: Quill Intelligence, LLC