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The Changing Retail Landscape

The COVID-19 pandemic has hit the retail sector hard. US Total Retail Sales in March were 6.7% below the March 2019 level. March data revealed a double-digit decline in several ...
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Europe in Worse Shape Than US, From Many Angles

The recovery profile for the European economy is more pessimistic than for the US economy, all the way through 2022. If your business has any direct or indirect connections ...
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Small Mercies - The Consumer Could Be Worse

The coming weeks and months will bring new data regarding the magnitude of ongoing economic decline, and the majority of it will likely be quite negative. While reasons for ...
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A Leading Indicator Approach to COVID-19

When the COVID-19 pandemic began in early 2020, we started tracking the number of confirmed infections and associated deaths. Our goal was to develop a data-driven approach to ...
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Turning the High Beams Back On

In my most recent TrendsTalk, I mentioned that we were having to "outdrive our headlights" in March.
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Management Objectives™ for Trying Times

Recent black swan events have precipitated market upheaval to a degree not seen since the Great Recession. Our team has produced several blog posts and articles covering ...
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