Among the questions we have been addressing recently on tariffs, trade and macroeconomics include:

• What do US consumers think? Our consumer tracking picked up net-pessimism toward tariffs among surveyed consumers, on the impacts on the economy and personal finances. Our data show a majority of consumers expect tariffs to push up the price of goods. Read more here.
• What are retailers saying? From frontloading inventory in the near term to diversification of sourcing over the longer term, we’ve tracked a number of different mitigating measures by retailers in the US, and provided our strategic recommendations for US retailers. Read more here.
• Will Shein and Temu be impacted? Plans to close the de minimis exemption on import duties would represent a second hit to cross-border players such as Shein and Temu. Read more here and discover our latest research on Shein and Temu here.
• What are brand owners doing? In discussions with Coresight Research, major CPG companies have pointed to limited exposure to tariffs but, at a total level, toy companies look exposed to China. Read more here.
• What is the macroeconomic outlook? Tariffs are the major cloud over the US consumer economy and we think the context for retail is otherwise generally positive in 2025. Read more here.