Search Results for: retail

Global Employment and Global Real Retail Sales Chart suggesting that the slowdown in global employment is expected to impact global real retail sales. Image: J.P. Morgan

Global Consumers (Housing and Retail) vs. Confidence (Soft Data) Chart showing the large divergence between global hard data and confidence (soft data). Confidence still refuses to rebound. Image: Arbor Research & Trading LLC

U.S. Retail Sales and Food Services vs. Fair Value Model After disappointing U.S. retail sales in September, this chart provides a good forward guide for U.S. consumer spending. The Fair Value Model leads consumption and includes: ASA Staffing Index (temps), spread between good unemployment (job leavers) and bad unemployment (job losers), and forward-looking income expectations.…

U.S. Total Retail Sales Volumes Chart showing that U.S. retail sales remain solid. Image: Pantheon Macroeconomics

U.S. Retail Market Share by Category This chart shows how quickly online shopping is eating the traditional retail world. Image: Institute of International Finance

U.S. Retail Sales and Consumer Sentiment Currently, the consumer is doing well, keeping the U.S. economy from tanking, and consumer sentiment is high. Image: Credit Suisse

Amount of Retail Space per Person in the U.S. vs. Other Developed Nations America’s retail apocalypse has only just begun. Image: International Council of Shopping Centers

Notional Volume Traded in Listed U.S. Equity Options Thanks to strong participation from both retail and institutional investors, U.S. equity options are seeing rising average daily trading volumes—a trend that shows no signs of slowing down. Image: Goldman Sachs Global Investment Research

U.S. Stock Market – Margin Debt and Free Cash Balances The record surge in margin debt reflects heightened risk-taking among investors. If retail enthusiasm persists, this trend may continue, but elevated margin debt levels could amplify market volatility. Image: Real Investment Advice

U.S. Money Market Funds Following the Fed’s first rate cut, U.S. money market funds typically experience outflows within 12 months as investors rebalance portfolios and reassess risk in response to changing interest rates and market conditions. Image: Federal Reserve Bank of St. Louis

U.S. Equity Index Option Volume As Trump prepares for his second term, the combination of his policy direction and the prevailing market conditions is poised to boost the options market, particularly among retail investors. Image: Bloomberg