U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In March, U.S. real retail sales stand at 0.52% YoY. 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 and Recessions U.S. heavy trucks sales fell in February to 499K (annualized). Before recessions, heavy trucks sales tend to peak and then decline, providing insights into the overall health of the U.S. economy as a leading economic indicator. Click the Image to Enlarge

G3 Real Core Retail Sales

G3 Real Core Retail Sales Since 2019, real core retail sales in the United States have risen significantly, while Germany has seen stagnant growth and Japan has witnessed a decline, reflecting differing economic conditions and consumer behaviors. Image: BofA Global Research

1-Day Post-Reporting Performance vs. S&P 500 on EPS and Sales Surprise

1-Day Post-Reporting Performance vs. S&P 500 on EPS and Sales Surprise Earnings beats outperformed more than last quarter, but they still fall below the historical average, suggesting potential for future growth and improvement to meet or exceed the average in upcoming quarters. Image: BofA US Equity & Quant Strategy

U.S. Labor Market – U.S. Nonfarm Payrolls vs. Retail Sales

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

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