Retail Sector
As the calendar turns to January 7, 2026, the U.S. retail sector finds itself at a critical crossroads. Following a holiday season that saw nominal sales cross the historic $1 trillion mark, the industry is now bracing for a sobering reality check as the first-quarter earnings season approaches. While
Consumer Spending
As the calendar turns to January 2, 2026, the euphoria of a record-breaking $1 trillion holiday season has been replaced by a sobering reality. Recent economic reports, delayed by a late-2025 government shutdown, reveal that the headline growth in US consumer spending was largely a product of "sticker shock&
GDP
WASHINGTON D.C. — As the calendar flips to 2026, the American economic engine is showing signs of a significant and unexpected sputter. While top-line growth figures initially suggested a resilient recovery following the federal government shutdown of late 2025, a deeper dive into recent Bureau of Economic Analysis (BEA) data
US Economy
As the final bells ring across the New York Stock Exchange to close out 2025, the narrative of the year has been one of unexpected defiance. Despite a landscape littered with macroeconomic landmines—ranging from a massive spring market shock to "sticky" inflation and sweeping new trade tariffs—
Retail
As the final echoes of the 2025 holiday shopping season fade, the U.S. retail sector is entering a complex and contradictory landscape. While the "Cyber Five" and December rush delivered a respectable 4.2% year-over-year increase in nominal spending, the industry is now bracing for a significant
Consumer Spending
As the 2025 holiday season draws to a close, the American consumer appears to be ending the year in a state of "selective resilience." While nominal holiday spending officially crossed the historic $1 trillion milestone for the first time this December, a deeper dive into the data reveals
GDP
The final confirmation of a contracting U.S. economy in the first quarter of 2025 sent shockwaves through global markets, marking a definitive end to the post-pandemic era of unbridled growth. On June 26, 2025, the Bureau of Economic Analysis (BEA) released its third and final estimate for Q1 Gross
Target
As the 2025 holiday season reaches its crescendo on this Christmas Eve, the American retail sector has crossed a historic milestone, with total holiday spending officially eclipsing the $1 trillion mark for the first time. Amidst a landscape defined by "surgical shopping" and a cooling labor market, two
Retail
As the sun sets on Christmas Eve 2025, the American retail landscape presents a study in stark contrasts. While total holiday spending is projected to cross the historic $1 trillion milestone for the first time, the atmosphere on the ground is one of calculated restraint. Major retailers like Walmart Inc.
Starbucks
As 2025 draws to a close, the American consumer landscape is defined by a paradox of resilient spending and extreme selectivity. While the broader economy has dodged a hard landing, the "inflation fatigue" of the past three years has permanently altered how households allocate their disposable income. For
Retail Sector
As the final shopping days of the 2025 holiday season wind down, the American retail landscape is defined by a stark divergence between the "haves" and the "have-nots." Despite a cooling labor market and persistent, though moderating, inflation, total holiday spending is on track to surpass
Economy
As of today, December 18, 2025, the U.S. economy appears to have achieved what many skeptics once deemed impossible: a "soft landing." The latest inflation data released this week has confirmed a cooling trend that brings the Federal Reserve’s long-term targets within reach without the once-feared