What’s the potential impact of Trump’s policies across industries and economies? Stream this webinar to examine four major concerns right now: tariffs, migration, deregulation and consumer demand.
The global economy has witnessed growing headwinds since early 2025, as trade policy shocks from the US weigh on the global supply chain and business and consumer confidence.
President Trump’s 2025 package of higher tariffs, tax cuts and tighter immigration controls is reshaping US consumer markets. Uncertainty and rising inflation expectations are dampening demand, and spending growth across all categories is expected to moderate, with no clear winners. While many incentives may sunset with the 2029 term limit, elevated tariffs and weaker investment incentives are likely to suppress confidence and spending for at least another two years post-administration.
Your mid-year outlook for the global economy in 2025. Find the latest projections for GDP growth and inflation to support your strategy and scenario planning.
Global commodity markets are under pressure in 2025 amid rising trade tensions, US protectionism, and slowing global growth. Energy prices remain subdued, with oil at a 4-year low due to oversupply concerns and weak demand, while a stronger supply outlook for major crops is set to keep downward pressure on food commodity prices. Meanwhile, metals markets remain mixed, as policy-driven volatility curbs price momentum despite prospects for recovery later in the year.
A macro model helps you better understand economic risks in target markets—if you know how to use this analytical tool for effective scenario planning. Let’s review the impact of two scenarios that are top of mind for business leaders.