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.

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.

Insight Report | February 3, 2025 Premium

Retail 2025: US Macro, Consumer and Retail Outlook

We consider the US macroeconomic outlook for 2025, including metrics that directly impact the consumer economy and retail for the new year and in the context of a new administration entering the White House. Dive into our insights on inflation, interest rates, the housing market and more.

Analyst Corner | January 26, 2025

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Analyst Corner: What’s Happening in China’s Economy? Analyzing Retail and Consumer Metrics with Madhav Pitaliya

In this week’s Analyst Corner, Madhav Pitaliya, Analyst, explores the state of China’s economy and Coresight Research’s outlook for the future of retail in the country. This report includes analysis of retail sales, consumer sentiment, inflation and the housing market.

Insight Report | December 24, 2024 Premium

December 2024 US Retail Sales Outlook: Projecting Retail Momentum To Continue into 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 December 20, 2024.

Insight Report | December 18, 2024 Premium

November 2024 US Retail Sales: Very Solid Growth Reflects Strong Black Friday and Holiday Demand

In November 2024, US retail sales (excluding gasoline and automobile sales) grew nearly 4% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Analyst Corner | December 15, 2024

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Analyst Corner—Potential US Tariffs: Explore the Likely Impacts on Three Retail Sectors with Aditya Kaushik

How will the proposed US tariffs impact retailers and consumers in apparel, electronics and food retailing? In this week’s Analyst Corner, Aditya Kaushik, Analyst, offers highlights from our recent research report on the implications of the potential tariffs.

Infographic | December 13, 2024 Free Report

Three Data Points We’re Watching This Week, Week 50: Global Macro

Discover 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.

Deep Dive | December 12, 2024 Premium

Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a Must

During 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.

Insight Report | November 25, 2024 Premium

November 2024 US Retail Sales Outlook: Strong October To Fuel Solid Holiday Sales

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 November 19, 2024.

Insight Report | November 15, 2024 Premium

October 2024 US Retail Sales: Nonstore Retailers Lead as Growth Accelerates

In 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.

Insight Report | October 23, 2024 Premium

October 2024 US Retail Sales Outlook: Projecting 3% Retail Sales Growth at the Start of the Holiday Season

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 October 21, 2024.

Insight Report | October 17, 2024 Premium

September 2024 US Retail Sales: Retail Sales Growth Eases Further as Sectors See Mixed Growth

In 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.

Insight Report | September 25, 2024 Premium

September 2024 US Retail Sales Outlook: Projecting 4% Sales Growth After Interest Rate Cut

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 September 19, 2024.

Analyst Corner | September 22, 2024

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Analyst Corner—Rate Cuts and Sub-3% Inflation: Enough To Move the Needle? Explore Implications with John Mercer

In 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.

Insight Report | September 18, 2024 Premium

Data Dive: US Consumer Debt in Focus as the Fed Cuts Rates

As 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.