US-Israel-Iran War Set to Impact the Global Economy, Oil Markets, and Consumers
5 Mar 26The US/Israel-Iran war, launched on 28 February, has introduced a material geopolitical shock into global markets. Given the region’s economic scale and its critical role in global energy supply, the consequences reach far beyond regional security, affecting the global economy, commodity markets and consumers. The risk of oil price surges, rising inflation and travel disruption is significant, although the full extent of the impact will depend on how long the war lasts.
Jana Rude
New Tariffs, New Uncertainty, and New Business Strategies
2 Mar 26The US Supreme Court’s landmark ruling on 20 February 2026 found that President Trump’s use of emergency powers to impose tariffs was unlawful. Far from reducing trade policy volatility, the Court’s decision – and the White House’s immediate pivot to alternative tariff tools – have increased uncertainty for trading partners, companies and consumers. Understanding the implications of this shift and its consequences is crucial for stakeholders to adapt strategically and make informed decisions.
An Hodgson
Global Economic Outlook: Q1 2026
27 Feb 26Global growth is expected to remain resilient in 2026. Accommodative monetary policy, more agile supply chains and surging AI investment will sustain expansion, but not restore more robust momentum. Shifting trade policies and persistent geopolitical risks will keep growth constrained and uneven across markets. Emerging economies, led by India and ASEAN, are set to be the main engines of global growth.
Aiste Bijune
President Trump's First Year: How Migration and (De)Regulation Policies Shaped Industries
20 Jan 26The first year of President Trump’s second term has been marked by a series of policy shocks signalling an era of heightened uncertainty for the global economy. Euromonitor International identified six pillars of Trump’s policies during his first year, three of which have dominated: Tariffs, Migration and (De)Regulation. Industries have faced higher costs, supply chain disruptions and changing consumer demands.
Euromonitor International
President Trump’s First Year: How Tariff Shocks Shaped Industries
16 Jan 26The first year of President Trump’s second term has been marked by a series of policy shocks signalling an era of heightened uncertainty for the global economy. Euromonitor International identified six pillars of Trump’s policies during his first year, three of which have dominated: Tariffs, Migration and (De)Regulation. Industries have faced higher costs, supply chain disruptions, trade uncertainty and changing consumer demands.
Euromonitor International
Economies and Consumers in 2026: Key Trends to Watch
8 Jan 26As 2026 unfolds, global business faces a landscape marked by resilient but restrained growth, shifting trade dynamics, persistent cost pressures, widening consumer divides, and the rising influence of Generation Alpha. Success will depend on agility, authenticity and a nuanced understanding of rapidly fragmenting markets.
Lan Ha
Venezuela Regime Change Set to Influence Global Oil Markets, Geopolitical Dynamics, and Business Strategies
7 Jan 26The first year of Trump’s presidency was marked by significant uncertainty over tariffs, whilst the second year begins with the emergence of new geopolitical risks following the US capture of Venezuela’s head of state. This development introduces heightened uncertainty that extends beyond Venezuela, with implications across multiple regions. While global businesses face shifting geopolitical dynamics, the potential increased oil supply over the long term could help reduce energy price pressures.
Lan Ha
FMCG Players Sharpen China Strategies Amid Geopolitical Pressures
18 Dec 25US-China trade war and escalating tensions between China and Taiwan require companies to rethink strategies for sourcing, production and market access in China. Rising tariffs drive up costs and uncertainty, yet China remains a vital production hub. Its large population, expanding middle class and growing cities with solid incomes continue to make it an attractive market for final sales.
Aiste Bijune
Global Economic Outlook: Q4 2025
27 Nov 25The global economy continues to adapt to the changing trade landscape, and is demonstrating resilience, on the back of lower interest rates, easing inflation, a speedy reorganisation of global supply chains and the negotiation of trade deals between the US and its key trading partners. Nevertheless, higher tariff levels and ongoing policy uncertainty cloud the outlook.
Lan Ha
Where is US Apparel and Footwear Headed Amid Relentless Change?
24 Nov 25The US economy has endured years of rising costs, and 2025 brought renewed uncertainty as geopolitical risks and market volatility disrupted recovery. Trade agreements and tariff adjustments with partners like China have offered some relief, but instability has eroded business confidence and weakened consumer sentiment – especially in discretionary categories such as apparel and footwear.
Jitong Li
FMCG Value Chain Strategies Evolve as Geopolitical Pressures Intensify
6 Nov 25Geopolitical risks, including trade tensions, military and political conflicts as well as changing regulations, are now a major concern for global businesses, disrupting markets and supply chains and fuelling widespread uncertainty. To address these challenges, FMCG companies are rethinking their value chain strategies, focusing on smart nearshoring and reshoring, while investing in diversification and more flexible solutions that enable a quick response to changes.
Aiste Bijune
Economic Outlook for 2026: Global Forecasts and Insights
3 Dec 25 | GMT: 03:00 PMWhat's the global economic outlook for 2026? How will current projections impact consumer spending power, income growth and business opportunities? Find those answers in our webinar.
Euromonitor International
US-China Trade Tensions 2025: Three Likely Outcomes Amid Shifting Dynamics
27 Oct 25As the US-China trade truce deadline approaches in November, tensions between the world’s largest trading partners are reigniting. China’s new export controls on rare earths and the US’ threat of sweeping 100% tariffs on all Chinese imports have pushed relations to a new brink. Against this backdrop, the upcoming late-October negotiation meeting between Presidents Trump and President Xi carries high stakes. While both sides are likely to favour extending the trade truce reached in May and pull back some policies to avoid sudden supply-chain shocks, the risk of either a limited deal or a sharp escalation remains high, leaving global markets and trade flows on edge.
Lan Ha
Neither Rare Nor Earth: The Next Frontline in Global Supply Chain Risk
14 Oct 25China’s expanded export controls on rare earths, announced on 9 October – followed days later by President Trump’s threat of 100% tariffs on Chinese imports – mark a new phase in economic confrontation between the world’s two largest economies. Although rhetoric softened within days, the imperative for business leaders is clear: prepare for heightened volatility, enhance supply chain security, and increase strategic investment in technology and material resilience.
An Hodgson
Trending Topics: Market Volatility
30 Sep 25Market Volatility is one of Euromonitor International’s five new Trending Topics for the year ahead. We have identified these topics as the most crucial cross-industry trends that businesses need to prioritise to remain competitive.
Lan Ha
The Definitive End of the De Minimis Tariff Exemption
3 Sep 25On 2 May, the Trump administration closed the de minimis tariff exemption for goods imported from China. The exemption allowed tariffs to be waived on shipments to the US valued under USD800. Now, the Trump administration has announced that, beginning on 29 August, the exemption will be closed for imports from all countries. This will have a massive impact on e-commerce retailers selling into the US, especially those who reshuffled their supply chains to reduce reliance on Chinese manufacturing.
Bob Hoyler
Global Economic Outlook: Q3 2025
25 Aug 25The global economy began adapting to a shifting trade landscape and demonstrated resilience in H1 2025, supported by easing energy prices and front-loading trade activity. However, fresh US tariff hikes and persistent uncertainty are set to constrain global growth from H2 2025.
Lan Ha
Global Shifts, Local Wins: Competing in the Personal Accessories Market in 2025
18 Aug 25The personal accessories industry has long been led by Western European luxury houses, but Asia-based companies are rapidly gaining ground, and are poised to drive growth over the next five years. Meanwhile, the US – the second largest market after China – is facing tariff pressures that could ripple across the global landscape. As market dynamics shift, balancing global scale with local relevance is becoming increasingly critical for sustained success.
Jitong Li