SalesGlobe Signals
SalesGlobe Signals is about seeing a bigger, macro view on growth and taking actions that will help you reach your growth aspirations.
Each issue draws from real market data and SalesGlobe insights to give you a clearer picture of what’s driving business performance across industries. Our goal is to help you connect the dots between external market forces and your organization’s internal sales dynamics.
With this broader, macro view, our focus is on helping executives answer two questions for their businesses:
- What Are the Market Signals? Indicators you might watch for your business and what they say about what may be ahead.
- What Does This Mean for Profitable Revenue Growth? Based on the signals, how you may think about growth for your business and the actions you may consider.
Catch Up on the Latest Signals
In this month’s Signals, Mark highlights how consumer holiday spending is rising in nominal terms while real (inflation-adjusted) spending has plateaued since 2021, signaling that price increases, not increased purchasing power, are driving revenue growth. The widening gap between high credit costs and underlying demand makes current revenue growth more fragile and sensitive to economic shifts.
In this month’s Signals, Mark explores the growing discussion around 50-year mortgages and what they reveal about housing affordability today. While these longer terms can lower monthly payments, they dramatically increase total interest paid and slow wealth creation through home equity. The piece connects this trend to older first-time buyers, high interest rates, and limited housing supply.
In this month’s Signals, Mark examines the massive build-out of AI infrastructure and what it means for businesses and their customers. The article highlights that AI infrastructure spending has been growing rapidly, driven by hyperscalers building data centers, power systems, chips, and cooling networks, and has become a significant macro-economic force. It explains how hyperscalers, downstream providers, and infrastructure investors are shaping demand and creating opportunities for organizations that can align with these needs.
In this month’s Signals, Mark breaks down key labor market fundamentals — worker supply, employer demand, and labor cost — to help leaders make sense of recent trends. He notes that overall labor supply remains near record highs but growth has slowed, while hiring demand is cooling unevenly across sectors and layoffs are climbing. Wages have risen faster than productivity, squeezing employers even as labor costs stabilize more recently.
In this month’s Signals, Mark assesses how recent and potential changes in interest rates may shape customer behavior and business opportunities. He notes that borrowing costs remain elevated compared with recent history but that market signals point to possible rate cuts ahead, which could meaningfully affect both consumer and business demand.
In this month’s Signals, Mark breaks down why inflation still matters for your customers even as headline rates moderate. He explains that inflation over the past four years has wiped out much of the real income gains from the prior two decades, squeezing both consumer purchasing power and business margins.
In this month’s Signals, Mark looks at how tariffs are beginning to ripple through the economy — raising unit cost expectations, prompting companies to reconsider pricing strategies, and influencing how sales leaders think about quotas. He explains that firms across goods and services sectors anticipate higher costs from tariffs and will pass varying portions of those costs on to customers through price increases, with larger companies and retailers leading the way.
