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

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

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

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