Fashion: Navigating Change in the Face of Tariffs and Uncertainty
17 Jun 25The new US tariffs will have a far-reaching impact on the globalised fashion industry. The US market faces higher prices, supply shortages, and shifts in consumer behaviour; while Chinese companies will need new export markets for their surpluses, redesigning the global trade landscape. Moreover, brands in the US and beyond will explore sourcing diversification strategies to mitigate future risks. This article looks at trade dependencies to understand the multiple implications of the tariffs on the fashion industry, from pricing to sourcing strategies and discusses how fashion players can build resilience in times of uncertainty.
Marguerite LeRolland
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
2025 Global Economic Update and Mid-Year Outlook
5 Jun 25Your 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.
Euromonitor International
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
US Tariffs Imply Double-Digit Inflationary Pressure on Home and Garden in 2025
16 May 25President Trump’s tariffs are a strategy, what the President refers to as a “medicine”, to break the US addiction to low-cost manufacturing which is part of generating the trade deficit with China. Using cookware as an example for data specifics, we can show how tariff policies imply double-digit inflationary pressure is landing in 2025 and show why investment in India is heating up.
Nick Stene
Global Trade Landscape: Impact and Opportunities of Trump Tariffs
14 May 25Watch this panel to unpack the impact of Trump’s tariffs on the global trade landscape. You’ll gain insights to help you operate in today’s volatile economy as policy shifts continue at speed.
Euromonitor International
What Tariff Turbulence Means for Global Retail E-Commerce: Winners and Losers
12 May 25The imposition of a host of new tariffs by the US is already beginning to impact global trade flows. This development is expected to have a significant impact on the retail industry, especially in terms of the performance of the retail e-commerce channel. This article explores how the new tariff regime could change the face of the retail and e-commerce landscape over the next few years.
Bob Hoyler
Fast Fashion Under Fire: Shein’s Trump Strategy
7 May 25Since 2019, Shein has grown explosively to rank as the world’s fourth largest apparel brand by 2024, generating USD21 billion in sales (fixed 2024 exchange rates), with 35% from the US. Amid evolving US trade policies and intensifying competition from both Chinese rivals and Western giants, Shein is pivoting strategically: strengthening its footprint beyond the US, diversifying its supply chain, and refining its pricing model to adapt to the elimination of de minimis trade exemptions.
Jitong Li
Trump Tariffs and Trade Tensions: Preparing Your Business for Shifts
2 May 25Trump’s tariffs are reshaping international trade, disrupting supply chains and creating challenges for businesses. How could this impact your company? Watch now.
Euromonitor International
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
Trump’s Policy Swings Threaten Higher Costs and Labour Shortages in US Consumer Foodservice
18 Mar 25US consumer foodservice relies on undocumented workers and imported food. This makes it uniquely vulnerable to Trump’s promise to expel record numbers of immigrants and impose tariffs on US allies.
Benjamin Bahena
Trump Impact: Asia Pacific to See New Trade and Investment Dynamics
10 Mar 25With US President Donald Trump’s second term officially beginning from January 2025, momentum is building around significant changes to US trade policy, specifically around higher tariffs and restrictions aimed at reducing the US’s trade deficits.
Sowmya Ramaswami
Navigating the New Trade Landscape: The Impact of US Trade Tariffs
7 Mar 25Changes in the US trade policy impact a broad range of trade partners and goods and adds more uncertainty to the global economy. US importers have limited trade diversification potential, with higher trade tariffs leading to higher inflationary pressures. Retaliatory tariffs would also hurt US exporters, especially in commodity and automotive industries.
Justinas Liuima
Global Economic Outlook: Q1 2025
18 Feb 25The global economy has started 2025 on a firm footing, on the back of easing inflation, improving financial conditions and a resilient performance by the US economy. Nevertheless, the outlook is fragile, with key risks stemming from heightened policy uncertainty and geopolitical tensions, compelling businesses to adapt their operations and supply chains for potential policy and economic shifts.
Lan Ha
Trump’s Protectionism Prompts Strategic Pivot of Chinese Automotive Manufacturers
23 Jan 25The re-election of Donald Trump poses fresh challenges for Chinese automotive manufacturers, as proposed steep tariffs on Chinese electric vehicles (EVs) and parts – in addition to the 100% tariff on EVs and 25% tariff on lithium-ion EV batteries put in place by the Biden administration in 2024 – are set to further disrupt EV supply chains. This necessitates strategic pivots by Chinese automakers that will reshape the industry.
David Zhang
Economies and Consumers in 2025: Key Trends to Watch
21 Jan 25In 2025, global economies, businesses and consumers will encounter renewed challenges and opportunities, driven by sluggish economic and income growth, potential global trade disruptions during Donald Trump’s second presidency, and a booming mature consumer market.
Lan Ha
Exploring US Trade Evolution in Five Charts
10 Dec 24China is losing its position as the largest supplier of manufactured goods to the US market, with Mexico and other Asian countries emerging as alternative suppliers. Mexico, India, Vietnam and Thailand are becoming more important in the US trade structure, particularly in the industrial sectors producing critical goods, such as electronic components.
Justinas Liuima