Search Results for: sales

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

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. Heavy Trucks Sales and Recessions U.S. heavy trucks sales declined in November to 462K (annualized). Historically, before recessions and bear markets, heavy truck sales tend to peak and then decline. You may also like “Heavy Truck Sales as Recession Indicator.”

Housing – Property Sales Volume and Construction Starts This chart shows the impact of the coronavirus crisis on the property market. Image: Gavekal, Macrobond

Valuation – Price-to-Sales Ratio and Price-to-Book Ratio for the S&P 500 Index These charts suggest that the S&P 500 Index might have a lot further to fall. Image: Bloomberg

China Sales Exposure – Euro Stoxx 50 vs. S&P 500 Europe equities are more sensitive than the U.S. market, as the exposure of the Euro Stoxx 50 index to China is about twice that of the S&P 500. Image: Goldman Sachs Global Investment Research

U.S. Firms with High China Sales Exposure vs. S&P 500 Chart showing that U.S. stocks with high revenue exposure to China have suffered greater losses. Image: Goldman Sachs Global Investment 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

Median Stock EV/Sales Valuation: Russell 3000 Software vs. Total Russell 3000 The valuation of software stocks is close to the highest levels since the internet bubble. Image: Goldman Sachs Global Investment Research

Info Tech Stocks and Sales Exposure to Greater China Stocks in the information technology sector have the most sales exposure to Greater China. Image: Goldman Sachs Global Investment Research