U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In December, U.S. real retail sales stand at 9.17% YoY. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.

Valuation – S&P 500 Index and Price to Annual Sales

Valuation – S&P 500 Index and Price to Annual Sales Measured by price to annual sales, U.S. stocks are looking more and more expensive. Should investors take a cautious approach to U.S. equities in 2022? Image: Real Investment Advice

U.S. Heavy Trucks Sales and Recessions

U.S. Heavy Trucks Sales and Recessions U.S. heavy trucks sales rose in November to 439K (annualized). Historically, before recessions and bear markets, heavy trucks sales tend to peak and then decline. Click the Image to Enlarge

U.S. Existing Homes Sales

Housing – U.S. Existing Homes Sales Existing home sales cooled down in August. Are buyers waiting for prices to fall more? Image: The Daily Shot

U.S. Consumer Confidence – U.S. Auto Sales

U.S. Consumer Confidence – U.S. Auto Sales U.S. auto sales have fallen by 14% year-over-year in August, amid weaker consumer confidence and spending in the United States. Image: BofA Global Investment Strategy