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US Economy at Risk from Prolonged Tariff Policies
3 Jul 25Our economic growth forecasts for the US have been revised downwards for 2025 at the same time as inflation forecasts have risen. In this video, Lan Ha, Head of Insights for Economies and Consumers, examines the impact of continuing tariffs and escalations of the trade war, which could push the US economy into recession with inflation rising to 6-7%. This stagflation scenario complicates business strategies, threatening profit margins and requiring new growth avenues. However, scenario planning can help businesses navigate this uncertain environment and identify new growth opportunities.
Lan Ha
NCA’s 2025 Sweets and Snacks Expo Highlights Products and Purpose
30 May 25This year’s Sweet and Snacks Expo in the US, hosted by the National Confectioners Association, showcased the industry’s enhanced innovation capabilities and refocus on providing value to the consumer. Sensorially stimulating formats, bold and beloved flavours, and purpose-driven dialogue were major takeaways from the show.
Carl Quash III
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
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
The Evolution of Sustainability: Are We Abandoning It?
21 Mar 25Sustainability has been at the centre of global discussions for nearly a decade, yet it often feels like the world is waiting for it to fail. However, the notion that sustainability is failing is misleading. Looking back at the trajectory of sustainability efforts over the years, it is clear that, despite setbacks, the movement continues to evolve rather than disappear.
Inga Klebanskaja
Commodity Market Outlook Q1 2025: Heightened Uncertainty Amid Looming Policy Shifts and Potential Tariffs
24 Feb 25In 2025, global energy, food, and metals markets face mixed outlooks amid geopolitical risks, trade policy shifts, and supply dynamics.
Aleksandra Svidler