Recent data releases have contained mixed messages. Bulls cling to anecdotal data points to support their 'recovery around the corner' green-shoots justification for equity valuations while bears remain mired in the reality of a slow and dismal recovery-less recovery. The following 13 charts (with 1 bright shining point of government sponsored exuberance) paint a different picture than the all-time high stock prices suggest.
Activity
Consumer
Labor
Housing
Charts: Barclays




