Favorable spending fundamentals among US consumers and a desire to make up for last year’s socially distanced holidays should add up to the...

The outlook for retail demand is mixed. As lockdowns ease, relaxed tradingrestrictions will drive sales. However, this will also facilitate a...

The Canada Recovery Tracker (CRT) climbed 2.3ppts to 89.4 in the week ended May 14, its third consecutive rise. Six of seven subcomponents...

The response of Europe’s consumers to the end of the lockdowns will shape the recovery, for better or worse. Social distancing, constrained...

The 2021 consumer spending liftoff may be delayed, but the rocket is fueled up and ready for launch once health conditions improve. Our detailed...

We expect holiday sales to register a small advance this year, up only 0.6% y/y. While phase one of the recovery proved that fiscally supported...