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.

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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.

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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.

Luxury and Fashion 2026: Navigating Uncertainty, Embracing Change and Leading with Purpose

As we step into 2026, global markets face a complex landscape shaped by resilient but restrained growth, evolving trade dynamics, cost volatility, widening consumer market polarisation and the emerging influence of Generation Alpha. The new Trump tariffs, ongoing geopolitical tensions, and persistent economic uncertainty will continue to shape business decisions worldwide. The big question is what does this mean for luxury and fashion in the months ahead?

President Trump's First Year: How Migration and (De)Regulation Policies Shaped Industries

The 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.

President Trump’s First Year: How Tariff Shocks Shaped Industries

The 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.

Economies and Consumers in 2026: Key Trends to Watch

As 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.

Venezuela Regime Change Set to Influence Global Oil Markets, Geopolitical Dynamics, and Business Strategies

The 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.

FMCG Players Sharpen China Strategies Amid Geopolitical Pressures

US-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.
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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.

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Opportunity Assessment

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

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Channel Forecasting

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

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Market Landscape Report

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

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Economies

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

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Passport

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

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Get equipped.

Stay resilient.

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

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