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job trends by state metro market
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macro trends

A Better Holiday – Except at Apparel Stores

In-store holiday retail sales will improve from last year except at apparel stores—but gains will continue to benefit e-commerce retailers most of all. See the complimentary report at this link for more detail on the holiday forecast by MacroSavvy™, which addresses:…



Retail sales remain on pace toward a better holiday

Retail sales were kept on pace toward a better holiday by October sales results—although sales gains continue to favor e-commerce and in-store sales at homegoods retailers. Topline sales in October grew at the 4% or better pace expected for the holiday…


Year-end outlook supported by job trends—despite weak places

The holiday spending outlook is being supported by a post-hurricane rebound in job gains in most industries except retail—and despite persisting weak pockets across the middle and Northeast parts of the country. An emerging recovery in the energy and mining sector…


Consumer price trends

Twin threats from price inflation and deflation

Although core consumer price pressures remain subdued, food and fuel price inflation represent a growing threat to consumer spending—especially among lower-income households. In the retail goods sector, the threat is from falling prices as much as rising prices. Deflation in (retail)…