U.S. Real Retail Sales and Recession

U.S. Real Retail Sales and Recession In May, U.S. real retail sales stand at 22.13% 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 rose in May to 553K (annualized). Historically, before recessions and bear markets, heavy truck sales tend to peak and then decline. Click the Image to Enlarge

U.S. Auto and Housing Sales

U.S. Auto and Housing Sales Signs of a strong recovery in U.S. auto and housing sales are evident. Image: BofA Global Investment Strategy

S&P 500 Aggregate Sales Beat

S&P 500 Aggregate Sales Beat Aggregate sales of S&P 500 companies are expected to far exceed market expectations. Image: Deutsche Bank Asset Allocation

U.S. Housing – Existing Home Sales Price

U.S. Housing – Existing Home Sales Price U.S. house prices rise much faster than wages and become too expensive for most young people. Image: BofA Global Investment Strategy