IWT Markets Wire
Real-time market intelligence & data strategy
The It’s A Working Title Markets Wire service (IWT Markets Wire) delivers real-time insights tailored specifically for the luxury industry. By tracking key economic indicators, consumer sentiment, and global market shifts, we provide an exclusive view into the cyclical and structural trends shaping luxury consumer behaviour and purchasing power. IWT Markets Wire produces forecasts for the industry using our own structural, econometric forecasting model as well as select machine learning algorithms to explore consumer trends across developed and emerging market economies. We also prepare our own All Luxury stock market index to give a clear picture on major industry market movements.
China is giving some momentum to the struggling luxury economy
The unending swirl of the macro headwinds is making the broad predictions for a small, positive bounce back in luxury sales in H1 look a bit optimistic - or is it? Regressions conducted by It’s A Working Title, LLC®️ staff found that over the past decade, each 1...
Luxury Underperforming A Bad Market
We have all watched the ups and downs of markets that is assembling a sort of fractured narrative pointing to a stagflationary impulse: commodity-driven inflation pressures alongside weakening growth-sensitive assets, with financial conditions tightening at the...
Is this the end of the era of industry dispersion?
The big story across the premium retail market for the past few years has been differentiation. Though much of the commentary has been about a luxury recession, many sectoral verticals (e.g., hospitality, jewellery, beauty) remained strong after the post-pandemic...
Premium Market Faces Uncertain 2026
In our latest Fashion Strategy Weekly and FSW Markets essay, we review the role that narrative strategy should play in helping premium brands build resilience and reinforce global brand differentiation amid volatile market conditions -> https://lnkd.in/egK_gAvH...
Geopolitical Risk Roils Stocks
The last few weeks have been a busy time assembling scenarios and revised forecasts for clients and partners. Everyone is naturally keen to understand how intermediate and final demand, input costs, and the macroeconomic environment generally may evolve and impact the...
Industry Differentiation Will Continue in 2026
The luxury industry seems to have broken its losing streak in late 2025. After six consecutive quarters of negative sales growth, earnings data for the three months ending in September point to very slight positive growth. Depending on what organisations/brands you...
Has the Luxury Recession Bottomed Out?
The luxury industry appears to have broken its losing streak. After six consecutive quarters of negative sales growth, earnings data for the three months ending in September point to very slight positive growth. Depending on what organisations/brands you include in...
Brand Performance Differentiation at Historic High
It is now pretty widely reported that luxury sales, particularly ‘soft luxury’, have cooled off from the breakneck growth experienced during the industry-wide super cycle that followed the pandemic. Some of the industry’s biggest names are reporting some historically...
Content Strategy Can Act as a Tool of Risk Management
The only certainty so far this year is persistent uncertainty. This is always true to a degree, but our clients report feeling the weight of the unknown more in their short-term and medium-term planning over the past three months than in the past few years since the...
Luxury Stock Prices Surge Over 15% from Trough though Sales Forecasts Remain Grim
Asset prices have recovered a fair amount of the ground they ceded after the launch of broad-based tariffs by the U.S. on April 2. However, a wave of optimism (justified or not) has swept through markets over the past couple of weeks on hopes that we are past peak...