Trump policies

Are you struggling to adapt to changing trade policies? Are you facing higher costs and wondering which markets to grow? We can help. Bookmark this page for regularly updated expert insights you can trust.

Stream our webinar

The six pillars of Trump's policies

Significant shifts in US policies on tariffs, taxation, spending, regulation, migration, AI/tech and energy are expected to impact the global economy and key industries like food and drinks, health and beauty, home & tech, travel and automotive. These policy shifts have the potential to undermine global economic growth, affect consumer sentiment, risk higher prices and disrupt production and distribution networks. However, for businesses ready to adapt, opportunities will arise as the global supply chain rewires and consumers adapt.

Tariffs

Increase or new enaction of tariffs and other trade policies including import/export bans.

Taxation and spending

Changes to taxes for companies and citizens, as well as to governmental spending and subsidies.

(De)regulation

Changes to current regulations, such as on sustainability, DEI, food ingredients, chemicals, inspections, etc.

Migration

Policies to limit immigration or expel existing migrants.

AI/Tech

Tech policy regarding semiconductors, crypto currencies, robotics, telecoms, social media, etc.

Energy

Policies to boost US domestic energy production, energy independence and reduction of regulatory barriers.

Get answers to the questions on every business leader’s mind

How could tariffs change global supply chains?

Find out how your market is reshaping itself and how to adapt seamlessly.

What industries are likely to feel the impact?

Deep dive into the impact of tariffs on key industries like food and drinks, health and beauty, home and tech, travel and automotive.

How will increased tariffs affect consumer spending?

Our data reveals how these changes are likely to influence purchasing behaviour across key demographics.

Tariffs and trade dashboard

This dashboard is your essential tool for navigating international trade dynamics. Explore a sample from our data analytics to get an overview of the role of imports, the impact of tariffs, the global production landscape and trade interdependencies.

For an optimal user experience, this interactive dashboard is best viewed on screens with a width of at least 1190px.

Contact us for access to the full dashboard.

 
Impact and opportunities of Trump tariffs 

 

Watch this panel to unpack the impact of Trump’s tariffs on global trade. You’ll gain insights that can help you operate in today’s volatile economy as policy shifts continue at speed.

Euromonitor experts discuss the ripple effects of evolving US tariffs, review the latest economic forecasts and outline market opportunities for your organisation.

New report

Impact of Trump policies

Examining the economic consequences of a proposed “Total Trump Agenda”, this report looks at how the most vulnerable consumer industries are affected. For organisations seeking to adapt and thrive, we offer four ways to unlock opportunities in a shifting global trade environment.

Get the report

Our insights

 

17 Jun 25 | UTC: 12:00 AM

What’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.

The Definitive End of the De Minimis Tariff Exemption

On 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.

Global Economic Outlook: Q3 2025

The 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.

Global Shifts, Local Wins: Competing in the Personal Accessories Market in 2025

The 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.

Trump’s New Tariffs In Effect: Winners, Losers, and What Comes Next

On 7 August, 2025, US' new tariffs, ranging from 10% to 41%, officially took effect. The new trade regime introduces a complex mix of duties that will have diverse impacts across countries, industries, and consumers. While some uncertainty remains, the higher tariff levels signal a further major shift in global trade dynamics, requiring companies to recalibrate their pricing strategies, supply chains, and risk management frameworks to stay competitive and resilient.

Rethink Reliance on the US Market: Where to Diversify in a Fragmenting World

The 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.

View more

Macro model

Explore a sample of our data insights on the impacts of Trump's policies.

For an optimal user experience, this interactive dashboard is best viewed on screens with a width of at least 1190px.

Contact us for access to the full dashboard.

Our research solutions

During times of economic uncertainty, our goal has always been the same: to help companies identify opportunities for growth. Today is no different, we are here to help you navigate Trump's policies and the consequences of a proposed "Total Trump Agenda". 

The path ahead may be uncertain but we're ready to support you every step of the way.

Custom Research

Bespoke exploration of your markets, guiding you to long-term business growth.

Learn more

Opportunity Assessment

Determine the size of the prize to drive your next growth opportunity using custom research.

Learn more

Channel Forecasting

Prioritise distribution channels effectively and optimise resource allocation using custom research.

Learn more

Market Landscape Report

Inform strategic planning, validate hypotheses and guide expansion decisions using custom research.

Learn more

Economies

Enhance your knowledge of global economies and navigate markets most favourable for investment and expansion.

Learn more

Passport

Our award-winning knowledge hub for forward thinkers. Our research answers your biggest questions.

Learn more
Get equipped.

Stay resilient.

With tools, expert advice and data-driven perspectives, we’ll help you navigate the Trump-tariff era with confidence.

Contact us