Macroeconomics

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Event Presentation | April 10, 2025 Premium

Freeze, Flight or Fight? How Retailers Can Strategically Navigate Tariff Turmoil

Navigate tariffs with our expert insights, presented in a webinar by our Advisory Services team. Discover what to watch, what to avoid, and what strategies your business should implement now to protect performance in 2025 and beyond. Freeze, flight or fight? Now is the time to decide.

Event Presentation | April 9, 2025 Premium

The State of US Consumer Sentiment: Insights Presented at NARG Spring Meeting 2025

What is the state of US consumer sentiment, and how are consumers’ economic expectations and spending being impacted by tariffs and stock market volatility? Read our presentation from the NARG 2025 Spring Meeting.

Deep Dive | April 9, 2025 Premium

What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update

What are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews.

Insight Report | April 4, 2025 Premium

US Tariffs: Who Wins, Who Loses and What It Means for the Economy

Rising trade barriers and tariffs—including the announced reciprocal tariffs by the US on April 2, 2025—are fundamentally reshaping global supply chains and corporate strategies. In this report, we examine the industries poised to benefit or suffer in a high-tariff environment.

Insight Report | April 3, 2025 Free Report

Mapping the US’s Reciprocal Import Tariffs: Which Nations Are Affected?

We provide the full list of reciprocal tariffs announced by the US on April 2, 2025, and chart the import rates of affected nations by continent.

Insight Report | March 24, 2025 Premium

March 2025 US Retail Sales Outlook: Lowering Our Retail Growth Projections in an Uncertain Context

The 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 March 19, 2025.

Insight Report | March 17, 2025 Premium

February 2025 US Retail Sales: First Year-Over-Year Drop Since the Pandemic—Electronics and Department Stores Lead Declines

In February 2025, US retail sales (excluding gasoline and automobile sales) declined year over year, marking the first decline since April 2020. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Analyst Corner | March 9, 2025

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Analyst Corner: US Shoppers Are Worried About Higher Prices from Tariffs—Consumer Survey Insights with John Mercer

In this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses highlights from our latest consumer data on tariff perceptions.

Insight Report | March 5, 2025 Premium

US Tariffs on Canada and Mexico: What US Consumers Think

New US tariffs on imports from Canada, Mexico and China will impact multiple retail categories, with implications for consumers. We summarize category-level exposure to these countries, and present new, proprietary US consumer survey findings on perceptions of tariffs.

Insight Report | February 20, 2025 Premium

February 2025 US Retail Sales Outlook: Growth Set for a Slowdown in February and March

The 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 February 18, 2025.

Infographic | February 17, 2025 Free Report

2025 Tariffs: Impacts on the US Consumer Economy—Infographic

Discover new data on the US consumer economy in this free infographic, spanning inflation, consumer sentiment and tariffs.

Insight Report | February 14, 2025 Premium

January 2025 US Retail Sales: Nearly All Sectors Report Mid-Single-Digit Sales Growth

In January 2025, US retail sales (excluding gasoline and automobile sales) grew 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Deep Dive | February 10, 2025 Premium

New Tariffs, New Challenges: How US Trade Policies Could Impact Prices and Profits

What are the implications of the new tariffs implemented by the US government, and what measures can retail companies take to lessen their impact? Coresight Research dives into the latest on the tariffs and their impact.

Insight Report | February 4, 2025 Premium

January 2025 US Retail Sales Outlook: Projecting Mid-Single-Digit Growth for the Start of 2025

The 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 January 22, 2025.

Insight Report | February 3, 2025 Premium

2025 Tariffs: What Do US Consumers Think?—Proprietary Survey Insights

On February 1, 2025, the US government implemented a 25% tariff on imports from Canada and Mexico, as well as a 10% tariff on all goods from China. We explore proprietary Coresight Research survey data on what US consumers believe the impact of these tariffs will be.