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.

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.

US-Vietnam Trade Deal: Key Things to Know

On 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.

Tariff Turbulence: Supply Chains, Scenarios and Strategic Optionality

As President Trump intensifies his trade war after a three month pause on the “reciprocal” tariffs announced in early April, the international trade environment has never been more volatile. Recent tariff threats targeting Canada, the EU, Mexico and others underscore how quickly trade dynamics can shift, with potentially far-reaching consequences. The challenge for global businesses is not only to assess immediate impacts, but also to remain strategically agile as events continue to unfold.

The Rise of Chinese Brands is Reshaping Southeast Asia’s Consumer Landscape

Chinese companies are rapidly gaining ground in Southeast Asia, particularly in categories where they hold clear competitive advantages, such as electric vehicles, consumer electronics and home appliances. More recently, Chinese consumer goods brands have expanded their footprint, reflecting a broader push into lifestyle and daily-use categories; however, their success is not uniform.

US Economy at Risk from Prolonged Tariff Policies

Our 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.

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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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