Grade The Recessiovery

Tyler Durden's picture

Here, for your comparative studies analytical viewing pleasure, is the current recession recovery in context. Across activity indicators, consumer behavior, labor market developments, and housing & construction, there is a little here for everyone. From vehicle sales to disposable income and from durable goods to industrial production, it seems grading this economy's performance is a matter of 'see no evil, hear no evil, speak no evil'.

 

Extra Credit:

  • Can you spot the government-sponsored segment of the economy?
  • Compare and Contrast Unemployment Rate and Initial Claims with average hours worked and ISM employment.
  • Grade the housing recovery.

Each chart compares the current business cycle with four prior ones: the mild recession/recovery episodes of 1991 and 2001 and the deep V-shaped cycles of 1973 and 1981.

As always, we suspect, we see what we want to see - but here is the chart extravaganza comparing the current to the previous...

 

 

 

 

 

Charts: Barclays