U.S. Consumer Sentiment and Recession In recent months, U.S. consumer sentiment has improved markedly, mainly due to lower inflation, the positive performance of risk assets and a recovery in real income growth. Image: Deutsche Bank
Conference Board Consumer Confidence, Twitter Sentiment Index, University of Michigan Consumer Sentiment Despite strong economic performance, U.S. consumer confidence has shown improvements but has not yet returned to pre-pandemic levels, indicating that the recovery process is not yet complete. Image: Goldman Sachs Global Investment Research
Recession – Conference Board: Consumer Expectations – Current Conditions Gloomy confidence expectations have historically not been a positive sign for the U.S. economy, which can potentially lead to reduced spending and investment. Image: The Daily Shot
Conference Board Consumer Confidence and U.S. Treasury Yield Curve Historically, the U.S. Treasury yield curve has tended to follow consumer confidence, underscoring the importance of monitoring consumer confidence as a potential indicator of future yield curve movements. Image: Morgan Stanley Wealth Management
Recession – U.S. Banks Reporting Increased Willingness to Lend to Consumers With the growing reluctance of banks to provide loans to consumers, there is a concerning implication for the state of the U.S. economy. Image: Deutsche Bank
Energy vs. Consumer Discretionary Stocks Should investors remain long energy stocks? Image: BofA Global Investment Strategy
Recessions and Conference Board Consumer Confidence Index Expectations Less Present Situation Historically, low consumer confidence expectations have not been a positive sign for the U.S. economy. Image: Morgan Stanley Wealth Management
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