2018 U.S. Holiday Retail Outlook

IF THE CONSUMER ISN'T HAPPY NOW, NOT SURE IF THEY EVER WILL BE

  • Consumer confidence above pre-crisis levels 
  • U.S. has added 20 million jobs since 2010 
  • Unemployment rate at lowest level in 50 years (3.7%) 
  • New claims for unemployment insurance at lowest levels since 1969 
  • Number of open jobs at highest level ever recorded – one million more open jobs than unemployed people 
  • Wage growth accelerating 
  • Federal Reserve indicating perhaps slower increase in interest rates in 2019 and beyond

Growth Has Accelerated!


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The information and opinions presented in this research piece have been prepared internally and/or obtained from sources which AEW believes to be reliable; however, AEW does not guarantee the accuracy, adequacy, or completeness of such information.

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Ronald Pastore
Director, AEW Direct Investment Group

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