MacroSavvy™

Retail sales lift back-to-school outlook for consumer goods

The outlook for consumer goods spending remains positive heading into the back-to-school season given signs from key economic and consumer indicators—including mostly healthy retail sales by channel. The signs for the short term are distilled from the data storyboard below, which…


Consumer price trends

Inflation is the key economic threat to the outlook

The consumer goods outlook is facing a threat that is just as important as e-commerce—and that is much more than an Amazon effect. Rising price inflation will be a double-edged threat to the consumer goods outlook through 2025. The two sides…






Positive signs from job market, despite threats

Despite threats, signs from job gains suggest the economic outlook may improve from a modest start to the year. The job gains, however, remain skewed toward Western and some Southern states and metro markets. The threats to the outlook are coming…