U.S. Real Retail Sales and Recession In August, U.S. real retail sales stand at -1.19% YoY. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.
U.S. Labor Market – U.S. Nonfarm Payrolls vs. Retail Sales Higher payrolls can potentially lead to higher retail sales, as increased income for employees can result in greater purchasing power. Image: BofA Global Investment Strategy
U.S. Retail Sales Recent U.S. retail sales data shows that there is a slowdown in consumer spending, which can have a detrimental effect on the U.S. economy. Image: Morgan Stanley Wealth Management
Recession – U.S. Real Retail Sales Is a “recession shock” coming to the United States? Image: BofA Global Investment Strategy
Ecommerce Sales in the U.S. as % of Total Retail Sales Retail ecommerce boom continues in the United States. Image: Financial Times
2020 Retail Sales in the U.S. and Euro Area This chart shows a sweet V-shaped recovery in U.S. and EU retail sales. Image: BofA Global Research
U.S. Retail Sales – Store Retailers vs. Nonstore Retailers Can U.S. store retailers come back to life as the lockdown eases? Image: BCA Research
U.S. Real Retail Sales during 7 Recessions since 1970 The rebound in U.S. real retail sales is a V-shaped recovery, but can it last? Image: Pictet Asset Management
U.S. Headline Retail Sales U.S. retail sales look V-shaped, but can it last? Image: Morgan Stanley Research
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