Search Results for: economic

U.S. Retail Sales in March-April 2020 U.S. retail sales from March to April is dramatic and tumbled by a record 16.4%. Image: Oxford Economics

Delinquency – U.S. Unemployment Rate and Mortgage Loans Past Due The rising unemployment rate in the United States should increase the delinquency rate. Image: Oxford Economics

U.S. Job Losses During Recessions The U.S. jobs report for April brings sobering news. Image: Oxford Economics

ISM Manufacturing PMI vs. Cyclicals/Defensives The outperformance of U.S. cyclicals could suggest that the U.S. economic activity has bottomed. Image: Gavekal, Macrobond

U.S. Jobless Claims Jobless claims are falling, but remain very high. Image: Pantheon Macroeconomics

U.S. – Cumulative GDP Decline During Recessions This chart suggests a contraction in U.S. real GDP of more than 12% from peak-to-trough this year, as a result of the coronavirus pandemic. Image: Oxford Economics

S&P Credit Ratings Downgrades The coronavirus crisis sparks record company downgrades. Image: Oxford Economics

U.S.: Funds Authorized by Congress Funds authorized by Congress exceed those of the Great Financial Crisis. Image: Oxford Economics

U.S. High Yield Default Rate This chart suggests that U.S. high yield default rate could rise to 10% by year-end. Image: Oxford Economics

Unemployment – April 2020 Expected U.S. Job Losses by Industry This chart suggests the job losses expected in April 2020 by industry in the United States. Image: Oxford Economics

S&P 500 Forward 2-Year P/E Ratio The U.S. stock market is pricing in a V-shaped economic recovery. Image: Goldman Sachs Global Investment Research