Global Manufacturing PMI and Global Consumer Discretionary vs. Staples The global consumer discretionary vs. staples relative performance suggests that the global manufacturing PMI could be trending towards expansion, which is good news. Image: Topdown Charts
U.S. Consumer Credit Card Interest Rates Are U.S. consumer credit card interest rates on the way to the moon? Image: Morgan Stanley Wealth Management
U.S. Consumer Credit U.S. consumer borrowing is growing fast as goods prices continue to increase. Image: The Daily Shot
Net Percent of U.S. Banks Tightening Consumer Loan Standards and Recessions Is it a warning sign of a recession on the horizon? U.S. banks are significantly tightening lending standards, which doesn’t bode well for the economy. Image: Morgan Stanley Wealth Management
Consumer Expectations – What Do You Expect of the U.S. Economy over the Next 12 Months? Most American consumers are not very optimistic about the U.S. economy over the next 12 months. Image: BofA Global Research
Univ. of Mich. Consumer Sentiment Index and Russell 1000 Index, Trailing 12-Month Gross Profit Margin Should investors expect gross profit margins to disappoint in the coming months? Image: Morgan Stanley Wealth Management
U.S. Consumer Credit U.S. consumer credit is surging as goods prices continue to rise. Image: BofA Global Investment Strategy
University of Michigan Consumer Sentiment vs. Recessions Historically, lows in consumer sentiment precede strong stock returns. Image: Morgan Stanley Research
Commodities – Commodity Price Shock, Percent of Consumer Spending The commodity price shock on consumers is not yet at the level of the 1970s. Image: Goldman Sachs Global Investment Research
12-Month S&P 500 Returns Following Peaks and Troughs of Consumer Sentiment Historically, troughs in consumer sentiment tends to precede big stock market returns. Image: J.P. Morgan Asset Management
Impact on U.S. Consumer Spending If Oil Prices Rise to $120 If oil prices remain elevated, will the Fed raise interest rates more gradually than markets expect? Image: J.P. Morgan Asset Management