The business of uncertainty: Impact of trump policies across industries

Euromonitor presents the five crucial cross-industry trends every business leader needs to be aware of to thrive in today’s volatile environment. In this episode, you’ll hear directly from our experts as they reveal how these short-term shifts are shaping corporate agendas and redefining the path to success. Listen for actionable insights, real-world implications and human-led market intelligence to help your business stay relevant and ready to seize new opportunities. Want to dive deeper? Download our full report. Chapters: [00:00:02] What are trending topics? [00:00:55] Market volatility—understand how trade tensions, geopolitical risks and climate disruption are reshaping global business. [00:05:28] Beyond affordability—explore how evolving consumer expectations are pushing companies to redefine value beyond price. [00:10:35] Healthy longevity—discover the intersection of ageing populations, wellness innovation and business opportunities. [00:15:32] Intentional consumption—learn how consumer anxiety is driving a shift towards more mindful, controlled spending. [00:18:57] Next-gen online storefront—jump into the future of e-commerce and the profitability challenges facing retailers and brands. Follow us for more insights: 📺 Subscribe for updates →    / @euromonitor    🌐LinkedIn →   / euromonitor-international   💻 Insights → https://bit.ly/4mdu1L1  Introducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.

This episode contains audio extracted from a recent webinar. For the full version, including slides and other resources, click here. Complex and uncertain: two words that define the current outlook under Trump’s political agenda.What’s the potential impact of Trump’s policies across industries and the macroeconomic landscape? Is a recession on the horizon? How can companies prioritise decisions or investments in this volatile economy?Listen for insights into the real implications of US regulatory shifts on your business. Euromonitor experts share data-driven insights on four major concerns right now: tariffs, migration, deregulation and consumer demand.You’ll leave this session with a clear view of challenges and opportunities ahead to guide your strategic planning.What you'll learn on the impact of Trump policies:Outlook: Economic landscape with updated forecastsTariffs: Disruptions in fashion, automotives and appliancesMigration: Effects on tourism flows and home constructionDeregulation: Focus on consumer health and ingredients against the backdrop of Make America Healthy Again (MAHA) proposalsConsumer demand: Consumption shifts in alcoholic drinks and foodIntroducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.

Disclaimer: Panel was recorded on 8 May 2025 before the US-China trade agreement on tariff rollbacks for a 90-day period was announced on 12 May 2025.Hear this panel to unpack the impact of Trump’s tariffs on the global trade landscape. 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.Supply chains, pricing strategies and investments face intense scrutiny amid this uncertainty. And business leaders are left with the impossible task of trying to predict what’s ahead.Impulsive, reactive decisions could be detrimental to long-term success—especially when new exemptions or changes in tariffs are happening by the day. Case in point: just four days after we recorded this panel, the US and China announced an agreement to reduce tariffs for a 90-day period (bookmark our hub for updated analysis).Tune in to our lively talk that addresses some of the questions we’re all asking right now.Find answers to your business concerns:· Are these tariffs hitting global economic projections?· What’s the impact on companies and consumers?· How could pricing and inventory shift in the coming months?· Where do opportunities exist in this marketplace?· Which tactics or tools help you mitigate risks and build resilience?Companies can transform tariff shocks into a foundation for sustained competitive advantage with comprehensive market intelligence.Meet the Euromonitor experts:· Bill Carroll, manager – government & trade· Dr. Bolutife Onaneye, senior consultant· Lan Ha, head of insights – economies & consumers· Matt Tripodi, senior global territory director – government & trade· Quinton Walker, consulting project manager – financial services· Sowmya Ramaswami, consulting practice manager – global trade & exports

Segmenting your consumers is crucial for effectively targeting the right audience. Join our experts to learn how to connect with your customers more deeply or expand your audience.In this discussion, you’ll hear about three consumer types—Wellness Enthusiasts, Brand Champions and Connected Shoppers—and the factors influencing their purchasing decisions, so you can cater to their preferences.Watch the video hereIntroducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.

Join two of our sustainability experts, Inga and Jorge, to explore this fast-changing landscape and find solutions to improve your strategic initiatives. Businesses are under pressure to align with ambitious climate goals and ensure transparent, responsible corporate action. Europe is at the forefront of regulatory change, but companies often struggle to keep up with rapidly evolving policies and demands. And identifying the right sustainability approach to succeed in the region becomes an even bigger challenge.In this conversation, you’ll gain strategies and insights that can help you uncover opportunities in sustainability. To view the full video, visit our websiteTo learn more about our sustainability solutions, click hereIntroducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in

Join four of our leading experts as they delve into the evolving landscape of health and wellness, focusing on its expansion from a trend to a consumer lifestyle. Key topics include the Blurring of Wellness Concepts, Women’s Health, Self-Care at Home and the Evolution of Health-Conscious Eating. Uncover the future of health and wellness as consumers increasingly take ownership of their health through holistic, long-term solutions. Our experts discuss the drivers behind this consumer behaviour and the manifestations of the wellness lifestyle across other industries. They also discuss the unique challenges and opportunities for brands both within and outside the health and wellness industry.    A must-listen for anyone interested in the future of health and wellness.  Featuring:Matthew Oster, Senior Head of Consumer HealthIrina Barbalova, Global Lead of Health and BeautyMaria Mascaraque, Industry Manager of Food and NurtitionNick Stene, Senior Industry Manager of Home and GardenHosted by:Jessica Ridenour, ProducerWant to dive deeper into our insights, or view this panel discussion as a video? Click here.Introducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.

“We started focusing purely on water, sanitation, hygiene, education, because that's the starting point, but it's the starting point to so much more. It's the starting point to better health, more safety, better education, food security, gender equality, climate action; the impacts are significant right across the board.” -Fiona Jeffery   On World Water Day, join Caroline and Fiona Jeffery, the founder of Just a Drop, in this episode as they discuss the inspiration behind the charity. Fiona started Just a Drop after working in the travel and tourism industry, where she saw a lack of effort in protecting the environment and giving back to communities. Through her research, she discovered that a child was dying every 17 seconds from dirty water, leading her to create a grassroots charity that supports communities around the world with sustainable water solutions, sanitation facilities, and hygiene education.   Fiona and Caroline explore the connection between sustainable travel and Just a Drop's work. They share specific examples of the charity's programs in Cambodia, Nicaragua, Kenya, and Uganda, where they have provided appropriate low-tech and sustainable solutions to meet the communities' specific needs. Just a Drop aims to make a lasting difference in communities and give people the hope and belief that they can take ownership of their futures. Since 2016, Euromonitor International has been one of Just a Drop's headline charity partners. Our involvement has helped the charity's programs and projects across Asia, Africa, and Latin America, benefiting over 20,000 people. Millions of women walk for hours every day, just to collect water. But how far would you go? For World Water Day, Just a Drop are challenging people to scroll through one woman’s 9km walk to the well and back – the longest Twitter thread ever made. Click here to take on the challenge: https://twitter.com/Just_a_Drop/status/1635366676932751392 For more info on The Walk to the Well, click here.  To learn more about how Euromonitor can help your business embrace sustainability, visit our website.  Introducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.

After a booming summer for socializing, things are starting to cool off. Inflation and the cost-of-living crisis are catching up with consumers who might still have some pent-up desire to go out. These conflicting desires leave consumers dangling between spend and save, while still looking for ways to continue their social lives. So what are they doing? How are people getting together when money is tight? On the tail end of the holiday season and as the popular “dry January” ends, our expersts discuss what’s next in this transitional time. Join Michael Shaefer, Spiros Malandrakis, and Zora Milenkovic as they discuss: Will financial pressures cause a decline in spending on social occasions? Or is there enough pent-up desire to outweigh the costs? Or will consumers simply find different, perhaps cheaper, ways of getting together? What opportunities exist for brands in this evolving landscape? Want to learn more about the biggest consumer trends this year? Check out our new report Top 10 Global Consumer Trends 2023, where you'l learn about Budgeteers, Here and Now, and Young and Disrupted. 00:04:45 Affordable luxury indulgence.00:10:43 Consumers shifting to experiential on-trade.00:16:31 Nostalgia drives consumption habits.00:21:48 Premiumize, but be mindful.00:25:00 Premiumize experiences, not products.00:30:03 Adapt to changing consumption trends.Introducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.

The fourth in a series exploring the impact of hybrid work on Western European industries, this episode explores the opportunities for destinations and brands in the growing "Bleisure Travel" market. Bleisure, the idea of combining business travel with leisure travel, is not new but it is booming. Instead of extending business travel to include a little leisure, hybrid workers are taking advantage of flexible work to extend their vacations by getting some work done. But what, if anything, are destinations and brands doing to cater to this growing crowd? Euromonitor's Alexander Göransson and Stephen Dutton talk us through some of their findings from their recent report, Bleisure and the Future of Travel and Work. Who are Bleisure travelers? What's different about them? What are they looking for in accommodations? What are the biggest opportunities for destinations and brands? And how big IS the market for Bleisure travel? Want to read more about Bleisure travel? Check out Stephen's recent article. Learn more about the effect of hybrid work on fashion, food, and home in our previous episodes. And find all the latest insights on travel on our insights page. Introducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.

With the holidays approaching and inflation surging, value is at top of mind for many consumers. But value is more than value for money, and the Pursuit of Value is here to stay as one of the 10 most influential megatrends identified by Euromonitor International as having far-reaching impact on industries, companies, and consumers. In this podcast, An Hodgson explains all about the Pursuit of Value – where it comes from, why businesses should pay attention, and how can they win with this megatrend. Find even more content on our Insights Pages!Introducing Opportunity Minded, a new series from Euromonitor International designed for forward-thinking business leaders like you.  Each episode tackles a strategic approach or topic on corporate agendas.  You’ll hear from our experts who share in Lots of brands claim to be number one… but can they prove it?At Euromonitor International, we help brands build trust through evidence-based research. Our claim validation service ensures your marketing messages are backed by real data. Stand out in a crowded market. Visit euromonitor.com/claims to learn more.