Pharma gains confidence around threatened Trump administration tariffs on drug imports: Big Pharmas are notching wins with the Trump administration through new US manufacturing and national security commitments, which improves the potential for tariff exemptions or delays.

Turbulence in trade relations is changing how China’s ecommerce platforms do business in the US, with spillover effects on US retail and advertising.

Banks have an opportunity to build trust by recommending relevant products and engaging on social media.

Tariffs cast a shadow over consumer spending in Q1: Growth slowed from 4.0% in Q4 to just 1.8% in Q1 as households sharply cut back on goods.

Amid dizzying policy unpredictability and a grab bag of unpleasant economic possibilities, precise ad spend forecasting is challenging. A scenarios-based approach can help clarify potential outcomes.

In the first 100 days of his second term, President Trump has reshaped business strategy across retail, tech, healthcare, and media. Here’s how tariffs, regulation, and market volatility are forcing brands to rethink spend, growth, and planning.

Nobody knows what’s ahead: Macroeconomic turmoil and shifting tariff policies make forecasting a guessing game that many consumer brands are opting out of.

China-based firms look to skirt the tariffs: Some have reached out to Indian exporters to fill orders on their behalf, while others turn to bonded warehouses.

US ecommerce sales will be hit hard by tariffs: Many online platforms’ advantages could disappear as prices rise, inventory runs dry, and delivery times slow.

Big Pharma earnings don’t feel the impact of Trump's current tariffs—yet: Several large pharmas kept yearly financial guidance in place during Q1 earnings calls, highlighting how they’re absorbing current tariff costs. However, major business disruptions will take effect once Trump’s threat of 25% or more pharma tariffs lands.

Tariff-related price hikes are coming, CPGs warn: P&G, Keurig Dr Pepper, and Nestlé are among the companies planning to raise prices to offset cost increases.

With device price hikes looming, carriers are betting on their service-first models but may need to fight harder to retain cost-conscious customers.

Several foreign carmakers saw US sales surge in March: But that momentum is likely to stall given the 25% tariffs on imported vehicles and imported auto parts set to take effect by May 3.

Retailers aren’t likely to get certainty any time soon: The Trump administration is considering slashing China tariffs down to a still-astronomical 50% or 65%, leaving merchants to stay cautious on merchandising.

“Made in USA” is front and center for new Men’s Wearhouse collection: Tariffs are sharpening consumers’ focus on sourcing—and the menswear and rental products retailer leans in.

Inflation causes Gen Z shoppers to rethink when and where they shop: Growing financial strain is forcing shoppers to adjust their spending habits.

Smaller sales can produce big results: Once again, Amazon is using category-specific sales events to drive increasingly cautious consumers to spend.

Nvidia and AMD face rising costs and slower rollouts, while China seizes the moment to fill market gaps with homegrown alternatives.