YouTube ad growth is strong, but concentrated funding and economic uncertainty mean only the most distinct startups may thrive.
Anticipated tariffs are speeding up purchasing decisions, revealing a tension between economic caution and the desire to avoid future markups.
Tariffs drive ad pullbacks: Temu and Shein reduce US ad spending ahead of policy shift, signaling fallout across ecommerce and social platforms.
Abbott estimates millions in tariff costs, but may blunt some effects with $500 million investment in new US manufacturing: Pharma manufacturers currently under reprieve should pay attention to medtech industry effects and strategy shifts.
Retail leasing demand hit a post-pandemic low in Q1: Retailers and landlords alike have been hesitant to lease or purchase property for new store builds amid continued macroeconomic uncertainty.
Consumer spending surged in March: But the rapid decline in consumer sentiment and likely surge in inflation is sure to slow that momentum in the coming months.
Retail sales in China in March grew 5.9%: Government subsidies drove the fastest growth since December 2023, but the escalating US‑China trade war is likely to curb spending in the months ahead.
Streaming grew in March, but tariffs could threaten the CTV ecosystem: Despite upward trends, the CTV ad market could become stagnant in the year ahead.
Temu pulls its Google Shopping ads: The escalating US-China trade war puts the company’s business model at risk and threatens ad giants like Meta and Google.
Brand-name drug prices could see the biggest jumps under newly promised tariffs: The Trump administration’s renewed push for pharma tariffs would mean higher drug manufacturing costs across the board, but especially for brand-name medicines.
An EU tax on Meta could mean higher ad prices: The EU may take retaliatory measures against Trump’s tariffs that could shake up the advertising world.
Companies waste no time hiking prices: The cost of everything from coffee to video game consoles to sexual wellness products is going up, which will prompt shifts in consumer spending habits.
It’s hard to plan around Trump administration policies: One day, smartphones and other electronics are spared from tariffs; the next, the exemption is called temporary.
Novartis is the latest Big Pharma company to invest billions in US production capacity: The largest drugmakers continue moving manufacturing to the US as the industry awaits Trump’s tariff plan for pharma. Generic drugmakers—which supply 90% of US prescriptions—won’t have the same maneuverability.
Tariffs threaten innovation’s pace: Prolonged trade wars could hike smartphone prices and delay new tech rollouts, making midrange devices a safer, more strategic choice for buyers and brands. Read online
Tariffs will have a wide ranging impact on prices, consumer sentiment: Warehouse clubs, off-price retailers, and discount grocers could have an edge in this challenging retail environment.
Constellation Brands imports all of its beer from Mexico: That puts the Modelo parent in a challenging position in wake of US tariffs on imported canned beer and empty aluminum cans.
Core inflation rose 0.1% MoM in March, the lowest rate in four years: But that relief is likely to be short-lived as Amazon, AutoZone, Best Buy, and others warn of price hikes ahead.
Facing a steep 145% Chinese import duty, HP, Dell, Lenovo, and Nintendo are pulling back, risking supply gaps to dodge consumer backlash
Markets rally, but marketers hold their applause: Trump’s tariff pause could still keep ad execs on edge, given market volatility and long-term planning risks.
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