Infographic | December 13, 2024 Free Report Three Data Points We’re Watching This Week, Week 50: Global MacroDiscover key data points we are watching in week 50 of 2024. This week, we focus on macro data for the US and China, with insights on consumer sentiment and import rates. Read More
Deep Dive | December 12, 2024 Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring his campaign, US President-elect Donald Trump proposed a 60% tariff on Chinese imports and a 10%–20% tariff on all products imported from other US trading partners. We discuss the anticipated impact of the potential tariffs on both US retailers and consumers. Read More
Insight Report | November 25, 2024 Premium November 2024 US Retail Sales Outlook: Strong October To Fuel Solid Holiday SalesThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of November 19, 2024. Read More
Insight Report | November 15, 2024 Premium October 2024 US Retail Sales: Nonstore Retailers Lead as Growth AcceleratesIn October 2024, US retail sales (excluding gasoline and automobile sales) grew by over 5% year over year, accelerating from the growth seen in August and September. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | October 23, 2024 Premium October 2024 US Retail Sales Outlook: Projecting 3% Retail Sales Growth at the Start of the Holiday SeasonThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of October 21, 2024. Read More
Insight Report | October 17, 2024 Premium September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed GrowthIn September 2024, US retail sales (excluding gasoline and automobiles) grew by over 2% year over year, easing from the growth seen in August. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Insight Report | September 25, 2024 Premium September 2024 US Retail Sales Outlook: Projecting 4% Sales Growth After Interest Rate CutThe monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of September 19, 2024. Read More
Analyst Corner | September 22, 2024 Register for Free Access Analyst Corner—Rate Cuts and Sub-3% Inflation: Enough To Move the Needle? Explore Implications with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the potential implications of the Federal Reserve’s recent interest-rate cuts for consumer sentiment in the US. Read More
Insight Report | September 18, 2024 Premium Data Dive: US Consumer Debt in Focus as the Fed Cuts RatesAs the Federal Reserve cuts interest rates, we review the state of consumer debt in the US, including trajectories, delinquencies (past-due) and ratios to income. Read More
Insight Report | September 17, 2024 Premium August 2024 US Retail Sales: Growth Eases Following One-Month SpikeIn August 2024, US retail sales (excluding gasoline and automobiles) grew by over 3% year over year, easing from the growth rate seen last month. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Analyst Corner | August 25, 2024 Register for Free Access Analyst Corner—An Economic Worry for China?: The Population Decline, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst at Coresight Research, discusses headline data about China’s declining population over the next 30 years as well as the factors mitigating the economic impacts of this trend, including AI (artificial intelligence). Read More
Insight Report | August 22, 2024 Premium August 2024 US Retail Sales Outlook: Mid-Single-Digit Growth Expected Through the Rest of 2024The monthly Coresight Research US Retail Sales Outlook series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of August 19, 2024. Read More
Insight Report | August 15, 2024 Premium July 2024 US Retail Sales: Growth Rebounds with Second-Highest Rate in 2024In July 2024, US retail sales (excluding gasoline and automobiles) grew by over 5% year over year, one of the highest rates of the year. Using data from the US Census Bureau, we look at total growth trends and performance by sector. Read More
Analyst Corner | August 4, 2024 Register for Free Access Analyst Corner—The Horrors of Hidden Fees, with John Harmon: Layers of Charges Are Pinching Consumers’ Stretched WalletsIn this week’s Analyst Corner, John Harmon, Associate Director of Technology Research, discusses the layers of hidden fees that consumers are experiencing across multiple industries, pinching their already stretched wallets. Read More
Analyst Corner | July 28, 2024 Register for Free Access Analyst Corner—The Latest on US GDP, with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses the latest on US GDP, including a close look at select US consumer metrics from the second quarter of 2024. Read More