Editor's Choice
Global Economic Outlook: Q2 2025
12 Jun 25The 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.
Lan Ha
Adapting to Uncertainty: The Impact on US Consumer Income and Expenditure
9 Jun 25President 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.
Jana Rude
Commodity Market Outlook Q2 2025: Weaker Demand Outlook Amid Policy Uncertainty to Cap Price Growth
28 May 25Global 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.
Aleksandra Svidler
How to Utilise Macro Model Insights
22 May 25A 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.
Aiste Bijune
BRICS+ Expansion and Market Opportunities Amid Rising Uncertainty
30 Apr 25The expansion of BRICS+ marks a pivotal shift in the global economic landscape, offering a strategic response to escalating trade tensions and mounting geopolitical uncertainty. By integrating diverse emerging markets, fostering deeper cooperation and diversifying trade routes, the growing bloc can help to enhance supply chain resilience and mitigate exposure to global risks, while its vibrant consumer base offers vast growth opportunities, fuelled by rising incomes and evolving demand.
Aleksandra Svidler
Economic Volatility and Uncertainty Dominate Trump’s First 100 Days in Office
28 Apr 25The first 100 days of a US Presidency typically set the tone for the future administration. President Trump’s second term has started with chaos and uncertainty, marked by a global trade war, financial market turmoil, an increased risk of recession, spending and federal government cuts as well as threats of mass deportation. We present a summary of Euromonitor’s analysis published since Trump’s re-election, representing the uncertainty and rapid policy shifts at the time. Despite the turbulence, agile businesses can still find opportunities as global supply chains and consumer behaviour evolve.
Euromonitor International