Insight Report | June 16, 2026 Premium How the US–Iran Deal Changes the Inflation Outlook for RetailDiscover how the US–Iran deal could reshape the inflation outlook for US retail into the holiday quarter. We assess the potential scale and timing of disinflation. Read More
Insight Report | March 10, 2026 Premium CEO Brief: Iran Energy Shock—US Consumer Economy and Retail ImpactsWe 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. Read More