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Holiday 2025 Retail Performance Report

Holiday 2025 Retail Performance ReportDate: January 16, 2026Based on: CNBC/NRF Retail Monitor Data (Jan 12, 2026) & Industry Reports Executive SummaryThe 2025 holiday season defied expectations of economic stagnation, delivering a 4.1% year-over-year…

Inflation Eases While Growth Concentrates:

An Assessment of U.S. Macroeconomic Conditions Entering 2026 Abstract Entering 2026, U.S. macroeconomic conditions exhibit an increasingly asymmetric configuration: inflation measures have moderated meaningfully, yet the composition of growth appears uneven across sectors….

Retail Real Estate Outlook: First Half of 2026

As the retail real estate sector moves into 2026, industry research and published outlooks point to a market that remains structurally healthier than other property types, but increasingly selective. The first half of…