U.S. Heavy Trucks Sales and Recessions

U.S. Heavy Trucks Sales and Recessions U.S. heavy trucks sales fell in February to 451K (annualized). Historically, before recessions and bear markets, heavy truck sales tend to peak and then decline. Click the Image to Enlarge

U.S. Small Business Sales

U.S. Small Business Sales U.S. small business sales have accelerated sharply, but how long will this last without more stimulus? Image: Morgan Stanley Research

U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In February, U.S. real retail sales stand at 4.52% YoY. About 70% of U.S. GDP is personal consumption. In the past, real retail sales trended sideways before the recession began.

S&P 500 Price, Sales, EPS and GDP

S&P 500 Price, Sales, EPS and GDP S&P 500 profits have exceeded their pre-pandemic level. 4Q 2020 EPS came in 2% above 4Q 2019. Image: Goldman Sachs Global Investment Research

S&P 500 Foreign Sales % by Year

S&P 500 Foreign Sales % by Year The S&P 500 is more global than 2-3 decades ago, as 30% of S&P 500 sales come from overseas. Image: BofA US Equity & Quant Strategy