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 7, 2024 Premium

Data Dive: Global Tech Layoffs—Cyclical or Structural?

We review data on layoffs in the global technology industry and pose the question of whether workforce reductions are cyclical, due to a slower economic cycle and a reaction to pandemic-era expansion, or structural, amid the rise of artificial intelligence (AI) and generative AI (GenAI).

Insight Report | February 29, 2024 Premium

February 2024 Leading Indicators of US Retail Sales: Easing Inflation Signals Positivity for Retail Sales Growth

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 23, 2024.

Deep Dive | February 28, 2024 Premium

Combating Inflation—Low-Income and Younger Shoppers Trade Down and Buy Less: US Consumer Survey Insights Extra

We explore US consumers’ perceptions of price rises and strategies to combat inflation when shopping both grocery and nongrocery categories. Analyzing comprehensive survey data, we dive into trading down and other trends by age, income and more.

Insight Report | February 15, 2024 Premium

January 2024 US Retail Sales: Growth Moderates; Health Stores and Nonstore Retailers Continue To Show Solid Growth

In January 2024, US retail sales (excluding gasoline and automobiles) grew by nearly 3% year over year. Using data from the US Census Bureau, we look at total growth trends and performance by sector.

Insight Report | January 29, 2024 Premium

January 2024 Leading Indicators of US Retail Sales: Higher Inflation Hints at Weakened Retail Sales To Start the Year

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 January 24, 2024.

Insight Report | January 25, 2024 Premium

Holiday 2023: UK Retail Wrap-Up—December Downturn Unlikely To Herald Renewed Retrenchment

We assess recently reported retail sales metrics and trading updates from major retailers to offer our conclusions from peak-season trading and look ahead to the prospects for 2024.

Insight Report | January 24, 2024 Premium

Holiday 2023: US Retail Wrap-Up—Strong Performance in E-Commerce and Clothing Sectors Drives Growth

Coresight Research concludes our coverage of the 2023 holiday season in US retail with our annual wrap-up report, drawing on proprietary consumer survey data, store-visit (traffic) data from Placer.ai, trading updates from selected retailers and retail sales data from the US Census Bureau.

Deep Dive | January 22, 2024 Premium

December 2023 US Housing Market Indicators: Positive Shifts To Start the New Year

The Coresight Research US Housing Market Indicators series analyzes the current housing market landscape in the US, based on a range of metrics. This report analyzes the latest data available as of the end of December 2023.

Insight Report | January 8, 2024 Premium

November 2023 US Retail Traffic and In-Store Metrics: Black Friday Boosts Traffic and Sales

In November 2023, US nonfood store traffic declined by 3.3%, year over year, while store-based sales declined by 3.3%. Using data from RetailNext, we look at traffic trends overall and by retail sector, region and location type.

Insight Report | December 28, 2023 Premium

December 2023 Monthly Consumer Update: US, UK and China

Our Monthly Consumer Update analyzes key consumer indicators from the US, the UK and China. In this report, we examine the latest data as of December 22, 2023, covering inflation, earnings, retail sales and more.

Insight Report | December 27, 2023 Premium

December 2023 Leading Indicators of US Retail Sales: The Picture Heading Into 2024

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 December 22, 2023.

Deep Dive | December 26, 2023 Premium

Enclosed Malls Draw More Shoppers Amid Festive Season: US Consumer Survey Insights 2023, Week 52

We assess how where consumers are shopping for Holiday 2023. Our weekly US Consumer Survey Insights series presents an update on US consumers’ behaviors and sentiment.

Insight Report | December 26, 2023 Premium

US Apparel and Beauty Spending Tracker, November 2023: Holiday Fuels Accelerated Clothing and Footwear Spending

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 November 2023, showing that clothing and footwear spending growth increased to 2.8% year over year

Insight Report | December 26, 2023 Premium

November 2023 UK Retail Sales: Easing Inflation and Holiday Season Boost Sales

In November 2023, UK retail sales (excluding automotive fuel) grew 5.6% 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 | December 20, 2023 Premium

Holiday 2023: US Holiday Homestretch—Amazon and Off-Pricers Poised To Win This Season

As the end of the 2023 holiday shopping season approaches, we take stock of the latest metrics, leveraging proprietary survey data, retail sales results and shopper traffic data.