U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In December, U.S. real retail sales at 3.5% 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 and Food Services vs. Fair Value Model

U.S. Retail Sales and Food Services vs. Fair Value Model After disappointing U.S. retail sales in September, this chart provides a good forward guide for U.S. consumer spending. The Fair Value Model leads consumption and includes: ASA Staffing Index (temps), spread between good unemployment (job leavers) and bad unemployment (job losers), and forward-looking income expectations.…

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. Image: 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. Image: Credit Suisse