Macro Economics

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | March 2, 2023 Premium

February 2023 Monthly Consumer Update: US, UK and China

Analyzing consumer demand from January 2023, retail sales slowed (but remained positive) in both the US and UK, while they declined in China. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.

Insight Report | February 23, 2023 Premium

February 2023 Leading Indicators of US Retail Sales: Projecting Soft Retail Growth Ahead of Midyear Uptick

The monthly Coresight Research Leading Indicators of US Retail Sales series tracks several major macroeconomic indicators and their likely effect on US retail sales. We analyze the latest available data as of February 17, 2023.

Insight Report | February 21, 2023 Premium

US, UK, EU & China Quarterly Economic Update, 4Q22: Decelerating Indicators Point Toward Economic Slowdown

The Quarterly Economic Update discusses macroeconomic indicators—GDP, consumer spending and inflation—from the US, the UK, the EU (European Union) and China. We look at recently released data for the fourth quarter of 2022, which show depressed consumer spending levels in the UK, France and Germany, and softening growth in the US.

Insight Report | February 20, 2023 Premium

January 2023 UK Retail Sales: Sales Slow Amid Economic Uncertainty

In January 2023, UK retail sales (excluding automotive fuel) decreased by 3.2% year over year. Using data from the Office for National Statistics, we look at total and online growth trends and performance by sector.

Insight Report | February 20, 2023 Premium

2023 US Tax Tracker #1: IRS Issues $15.7 Billion in Refunds, Up by Almost Two-Thirds

In our first report of the US tax-filing season this year, we look at what has happened so far (as of February 3, 2023) in terms of returns filed and processed, and total and average refunds returned.

Insight Report | February 14, 2023 Premium

Global Economic Outlook Looking More Positive: What’s New

In recent weeks, conversations, forecasts and data around global economic growth have generally turned more positive. We discuss recent economic metrics, projections and discussions, with a focus on the US, China and the UK.

Insight Report | February 9, 2023 Premium

Data Dive: How US Consumers Spent in 2022—and Why Services Are Yet To Fully Bounce Back

Providing an essential briefing on topical, need-to-know data, the first report in our new Data Dive series analyzes US consumer spending in 2022, with a focus on discretionary goods versus discretionary services.

Deep Dive | February 3, 2023 Premium

US Consumer Tracker Extra: Which Consumers Are Trading Down To Combat Inflation?

We assess how different US consumer demographics are responding to inflation. Our monthly US Consumer Tracker Extra series offers a more detailed or specific take on trends and data from our weekly surveys of US consumers.

Event Presentation | February 2, 2023 Premium

Thinking Differently About Tech and Data To Drive Profit: The 3x3x3 Framework

The current economic environment is volatile, but the retail context differs from past recessions. Coresight Research presents our insights on those differences and explores how retailers can leverage our 3x3x3 framework to generate new revenue streams and so gain an edge in next-generation retail.

Insight Report | January 30, 2023 Premium

US Apparel and Beauty Spending Tracker: December 2022 Clothing and Footwear Spending Jumps 6% Year over Year

The Coresight Research US Apparel and Beauty Spending Tracker provides a monthly update on the trajectory of consumer spending on beauty, clothing and footwear. In this report, we discuss data from December 2022, showing that clothing and footwear spending is up 6.3% year over year.

Insight Report | January 23, 2023 Premium

Holiday 2022: UK Retail Wrap-Up

We conclude our coverage of the 2022 holiday season in UK retail, drawing on trading updates from major retailers and retail sales data from the Office for National Statistics (ONS).

Insight Report | January 23, 2023 Premium

Holiday 2022: US Retail Wrap-Up

We conclude our coverage of the 2022 holiday season in US retail, drawing on consumer survey data, shopper traffic data, retailers’ trading updates and retail sales data.

Deep Dive | January 6, 2023 Premium

December 2022 US Housing Market Indicators: Pending, Existing and New Home Sales All Decline as Affordability Gap Widens

We examine 10 indicators to assess the health of the US housing market in our monthly report. The most recent data show that affordability and home sales continue to drop.

Deep Dive | January 4, 2023 Premium

Food Insecurity in the US: Five Key Trends

The back-to-back disruptions of the Covid-19 pandemic, high grocery inflation and a potential recession have led to a severe and lasting increase in food insecurity—a lack of consistent access to enough food to lead an active, healthy life—affecting vulnerable households. We explore the prevalence of food insecurity in the US, and key trends by region, race and benefits.

Insight Report | December 29, 2022 Premium

December 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in November 2022, retail sales growth plummeted in China. In the UK and US, retail sales decelerated. Our Monthly Consumer Update assesses these trends and considers wage growth, and food and fuel prices in these three markets.