Fed Rate Cuts Boost Consumer Spending

Fed Rate Cuts Boost Consumer Spending The chart shows real PCE around first Fed rate cut: recession vs. no recession. Fed rate cuts are more effective during a recession. Image: Ned Davis Research

Home Builder Sentiment Leads Consumer Spending

Home Builder Sentiment Leads Consumer Spending Interesting chart suggesting that the NAHB housing market index leads the change in consumer spending. The latest reading for July suggests that the outlook for the U.S. economy is expected to slow. Image: Dr Thomas Kevin Swift

U.S. Consumer Confidence – U.S. Auto Sales

U.S. Consumer Confidence – U.S. Auto Sales U.S. auto sales have fallen by 14% year-over-year in August, amid weaker consumer confidence and spending in the United States. Image: BofA Global Investment Strategy

Indications of Consumer Saving

Indications of Consumer Saving Should investors expect more consumer spending than saving? Image: Arbor Research & Trading LLC

Alternative Measures of U.S. Consumer Activity

Alternative Measures of U.S. Consumer Activity U.S. consumer spending increased sharply over the last few weeks and is now above its pre-coronavirus level. Image: Goldman Sachs Global Investment Research

Consumer Interest and Coronavirus Pandemic

Consumer Interest and Coronavirus Pandemic Consumers are shifting their spending habits. How will consumer interest change after the coronavirus pandemic? Image: Goldman Sachs Global Investment Research

U.S. Discretionary Spending and Recessions

U.S. Discretionary Spending and Recessions Because there are few imbalances, Deutsche Bank suggests that the U.S. expansion could continue for many more years. Note: discreationary spending defined as consumer durable goods, plus business capex, plus residential investment (i.e. PCE durables + gross private domestic investment). Image: Deutsche Bank Global Research

U.S. Consumer Confidence and U.S. Unemployment

U.S. Consumer Confidence and U.S. Unemployment A tight U.S. labor market and low interest rates should continue to support U.S. consumer confidence and spending. Image: Goldman Sachs Global Investment Research