February 3, 2025 Insight Report Premium Retail 2025: US Macro, Consumer and Retail OutlookWe 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.
December 15, 2024 Analyst Corner Register for Free Access Analyst Corner—Potential US Tariffs: Explore the Likely Impacts on Three Retail Sectors with Aditya KaushikHow 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.
December 12, 2024 Deep Dive Premium Proposed US Tariffs and Their Impacts—Price Hikes Likely, Making Diverse Supply Chains a MustDuring 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.
December 11, 2024 Deep Dive Databank Members Economic Sentiment Weakens as Tariff Prospects Heighten: China Consumer Survey InsightsDiving into new survey data, we assess Chinese consumers’ expectations for their personal finances and the economy, considering China’s stimulus measures and potential tariffs from the US. We also present an update on consumer behavior and shopping trends.
