Macro Economics

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.

Deep Dive | April 7, 2026 Databank Members

Seasonal Shopping, 2Q26—Expectations for Memorial Day, Mother’s Day, Father’s Day; Plus, Holiday 2026 Plans: US Consumer Survey Insights Extra

Will US consumers celebrate or spend on key events in the second quarter this year? This month’s US Consumer Survey Insights Extra—Seasonal Shopping report analyzes consumer expectations for Memorial Day, Mother’s Day and Father’s Day, as well as for the end-of-year holiday season.

Deep Dive | April 7, 2026 Databank Members

Consumer Sentiment Hits New Low; Many Consumers Cut Back on Eating Out Amid High Gas Prices: US Consumer Survey Insights

How are US consumers’ sentiment and spending behavior changing amid the Middle East conflict and rising gasoline prices? We review our latest US consumer data on consumer sentiment and spending cutbacks across categories.

Deep Dive | April 6, 2026 Premium

The Middle East Energy Shock and the US Consumer: Lessons from 2022—Sustained Impacts Risk Trickle-Up Effect

Explore the potential impact of the Iran-driven energy shock on US consumer behavior, drawing insights from the 2022 Russia-Ukraine conflict-induced oil price hike.

Insight Report | April 6, 2026 Premium

February 2026 US Retail Sales: Weaker Core Performance and Divergent Sector Trends

Gain key insights into the latest US retail sales trends for February 2026. This report offers a detailed analysis of US retail sales performance in February 2026, breaking down key trends by sector and providing insights into inflation trends affecting the market.

Analyst Corner | April 5, 2026

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Analyst Corner: Middle East Energy Shock—Retail Faces a Deteriorating Context, with John Mercer

In this Analyst Corner, we discuss updated data points on the impact of the Middle East energy shock, and the implications for US retail.

Deep Dive | March 24, 2026 Databank Members

Consumer Sentiment Reaches Its Lowest Level; Tariff Pessimism and Inflation Awareness Increases: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid Middle-East conflict, inflation and tariffs? We review our latest US consumer data on consumer sentiment, consumers’ perceptions of the impacts of tariffs and consumers’ inflation awareness and responses to inflation.

Insight Report | March 20, 2026 Premium

March 2026 US Retail Sales Outlook: Forecasting Continued Growth with Gradual Softening

The US Retail Sales Outlook series from Coresight Research includes proprietary, ML-driven retail sales projections and analysis of the macroeconomic context for retailing.

Event Presentation | March 19, 2026 Premium

US Consumer Sentiment Amid the Energy Shock: Premium Subscriber Call

How are US consumers reacting to the March 2026 Middle East energy crisis? We explore the consumer impacts and implications in this Premium Subscriber Call presentation from March 19, 2026.

Deep Dive | March 18, 2026 Databank Members

Consumer Sentiment Declines Significantly, Driven By Middle-Income Consumers: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid Iran conflict and oil price spikes? We review our latest US consumer data on consumer sentiment.

Deep Dive | March 17, 2026 Databank Members

Consumer Sentiment Shows Positive Trend in February: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in February 2026.

Insight Report | March 16, 2026 Premium

January 2026 US Retail Sales: Stable Growth Trajectory Consistent with ML Projections

Discover how US retail demand started 2026—and which sectors are gaining or losing momentum.

Insight Report | March 16, 2026 Premium

US Consumer Sentiment Amid the Middle East Energy Shock

We discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This report is based on our Premium Subscriber Call of March 13, 2026.

Event Presentation | March 13, 2026 Premium

US Consumer Sentiment Amid the Energy Shock: Premium Subscriber Call

We discuss US consumer sentiment, potential shopper reactions and implications for retailers amid the Middle East energy shock. This presentation is from our Premium Subscriber Call of March 13, 2026.

Insight Report | March 10, 2026 Premium

CEO Brief: Iran Energy Shock—US Consumer Economy and Retail Impacts

We provide our first assessment of the implications of the Middle East energy shock for US retail, arising from the conflict in Iran, which began on February 28, 2026.

Deep Dive | March 10, 2026 Databank Members

Lower-Income Consumers’ Financial Sentiment Hits Record Low Amid Iran Conflict: US Consumer Survey Insights

How are US consumers’ sentiment and shopping behavior changing amid tariffs and rate cuts? We review our latest US consumer data on consumer sentiment.