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Latest Reports
Explore our latest reports to navigate the complexities of today’s economic landscape and gain a thorough understanding of how the macrocycle influences investment returns.
US Holiday cheer, at a higher price
We forecast holiday retail sales to rise 4.2% in dollar terms and 2.2% in volume after adjusting for inflation. That would beat last year’s volume, when tariffs hurt sales and shifted purchases forward into October, but it trails a typical holiday season, reflecting the hit to spending power from higher energy prices.
Read more: US Holiday cheer, at a higher price
The Fandom Effect: Sports Urbanism 2026
Download the full report to uncover how respondents rate their experiences and how stadiums can tailor programming to attract more visitors year round.
Read more: The Fandom Effect: Sports Urbanism 2026
US hyperlocal forecasts: The economy, neighborhood by neighborhood
What if you could see not just which cities are growing, but precisely where that growth is expected to happen?
Read more: US hyperlocal forecasts: The economy, neighborhood by neighborhood
El Niño heating up inflation
El Niño’s impact on agricultural production raises concerns over food price inflation and economic stability across Africa, particularly in the east and the south of the continent.
Read more: El Niño heating up inflation
A hawkish US Fed and heavy debt supply raise the rates bar
Explore how the Federal Reserve’s policies and geopolitical tensions are shaping the economy, impacting interest rates and market vulnerabilities.
Read more: A hawkish US Fed and heavy debt supply raise the rates bar
US Student loan changes are a small near-term drag on spending
Student loan policy changes are set to impact borrowers’ finances, affecting spending habits and introducing new repayment plans for assistance.
Read more: US Student loan changes are a small near-term drag on spendingRead more →
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