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US-EU Trade Deal 2025: Key Implications for Economies and Global Business Strategy
30 Jul 25The US-EU trade deal announced on 27 July 2025 brings some much needed clarity to global markets amid ongoing geopolitical and trade volatility. It carries significant implications for the US, the EU and the broader global economy, accelerating shifts in trade flows, industrial strategies and geopolitical alignments.
Lan Ha
Rethink Reliance on the US Market: Where to Diversify in a Fragmenting World
28 Jul 25The Trump administration’s continued focus on “America First” is reshaping global trade dynamics. With risks and uncertainty surrounding tariffs, cross-border logistics, and trade restrictions, reassessing reliance on the US market and diversifying into new consumer markets has become the top strategic imperative for businesses. This article provides a data-led guide to where businesses should look next and why, using our Alternative Market Opportunity Index.
An Hodgson
US-Vietnam Trade Deal: Key Things to Know
24 Jul 25On 2 July, a trade deal between the US and Vietnam was announced. Under the agreement, US goods will enter Vietnam duty-free, while the US will charge a 20% tariff on imports from Vietnam, instead of the 46% tariff announced in April. In addition, a new “transshipment” agreement was announced, which will charge a 40% tariff rate on goods from other countries that pass through Vietnam on the way to the US market. The new trade deal marks a significant milestone for Vietnam and will have an impact on production networks across Asia.
Justinas Liuima
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
The Business of Uncertainty: Impact of Trump Policies Across Industries
17 Jun 25 | UTC: 12:00 AMWhat’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.
Euromonitor International
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