U.S. Retail Sales in March-April 2020

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

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 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.”

China Sales Exposure – Euro Stoxx 50 vs. S&P 500

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. Nonstore Retail Sales

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