Chart of the Month: Economic Impact of a Prolonged Iran War
30 Apr 26The US/Israel-Iran war has caused a major shift in global economic dynamics, driving oil prices higher and exposing vulnerabilities in energy-dependent economies. Our latest Chart of the Month looks at the projected impact of this war by country.
Aiste Bijune
Redesigning FMCG Innovation: How Feasibility Is Rewriting Competitive Strategy
20 Apr 26Climate volatility and commodity disruption are forcing FMCG companies to rethink how innovation is designed and scaled. This article explores why feasibility is moving upstream in the innovation process, reshaping formulation choices, portfolios and long term strategy. As resilience becomes a competitive advantage, brands are redesigning innovation systems to ensure products remain viable under sustained supply uncertainty.
Alison Angus
How Travel Learns from Crisis
20 Apr 26The US/Israel-Iran war has delivered the steepest shock to global travel since the pandemic. Over half of scheduled flights in the region were cancelled in the first two weeks, oil surged 30% to USD92.3 per barrel in March with projections reaching USD115 by July, and major hubs from Dubai to Doha saw capacity plunge by 55-85%. Yet every crisis reshapes the industry. The question is not whether travel will recover, but what strategic lessons will separate those that return stronger and gain a competitive edge in resilience.
Stephen Dutton
The Evolving Landscape of Personal Accessories: Top Trends Shaping 2026 and Beyond
1 Apr 26The global personal accessories market is being recalibrated by economic uncertainty, shifting consumer expectations and rapid digital transformation. Despite inflationary pressure, trade volatility and cautious discretionary spending, the sector returned to growth in 2025. Jewellery and watches remain the standout performers, stabilising the market and signalling where opportunities lie.
Suzi Gardner
Apparel and Footwear to 2030: Building Resilience Amidst Volatility and Muted Global Growth
16 Mar 26Global apparel and footwear is entering a period of cautious growth, technological disruption and polarising market dynamics. Growth prospects to 2030 remain subdued, amid persistent geopolitical unrest, inflationary headwinds, widening socioeconomic divides and shifting consumer preferences. Yet, even amid such volatility, there are opportunities for players that can pivot, diversify and innovate.
Marguerite LeRolland
US/Israel-Iran War Set to Impact the Global Economy, Oil Markets, and Consumers
5 Mar 26The US/Israel-Iran war, launched on 28 February, has introduced a material geopolitical shock into global markets. Given the region’s economic scale and its critical role in global energy supply, the consequences reach far beyond regional security, affecting the global economy, commodity markets and consumers. The risk of oil price surges, rising inflation and travel disruption is significant, although the full extent of the impact will depend on how long the war lasts.
Jana Rude
New Tariffs, New Uncertainty, and New Business Strategies
2 Mar 26The US Supreme Court’s landmark ruling on 20 February 2026 found that President Trump’s use of emergency powers to impose tariffs was unlawful. Far from reducing trade policy volatility, the Court’s decision – and the White House’s immediate pivot to alternative tariff tools – have increased uncertainty for trading partners, companies and consumers. Understanding the implications of this shift and its consequences is crucial for stakeholders to adapt strategically and make informed decisions.
An Hodgson
US Heat Pump Adoption Continues to Rise Amid Shifting Policy Support
25 Feb 26Despite lagging behind European adoption rates, heat pumps in the US have outsold traditional gas furnaces annually since 2021, according to RMI (formerly Rocky Mountain Institute). Since 2015, the Energy Information Administration has reported higher residential HVAC activity each year. With cooling rates increasing due to higher average global temperatures, heat pumps have two points in their favour.
Benjamin Bahena
US Immigration Policies are Further Destabilising Consumer Foodservice Operators
20 Feb 262025 was a particularly challenging year for restaurant owners from both an operations and business perspective. An uncertain economic landscape complicated by ongoing US trade policy reforms is impacting consumer foodservice.
Benjamin Bahena
The Evolution of Luxury Gifting and its Impact on Valentine’s Day 2026
12 Feb 26As the global economy navigates slow growth, tight labour markets and ongoing geopolitical tensions, luxury consumers are becoming more selective about how and where they spend. Nevertheless, the market continues to demonstrate resilience. With January’s period of restraint now behind us, Valentine’s Day 2026 represents the first major opportunity to reignite demand, followed closely by Chinese New Year and Eid al-Fitr, which marks the end of Ramadan. Against this backdrop, Valentine’s Day 2026 is shaping up to be a telling moment for the luxury market.
Fflur Roberts
President Trump's First Year: How Migration and (De)Regulation Policies Shaped Industries
20 Jan 26The first year of President Trump’s second term has been marked by a series of policy shocks signalling an era of heightened uncertainty for the global economy. Euromonitor International identified six pillars of Trump’s policies during his first year, three of which have dominated: Tariffs, Migration and (De)Regulation. Industries have faced higher costs, supply chain disruptions and changing consumer demands.
Euromonitor International
Luxury and Fashion: What to Expect in 2026 and Beyond
20 Jan 26Listen to our experts, Fflur Roberts (Gloabal Insight Manager: Luxury Goods) and Marguerite LeRolland (Global Insight Manager: Fashion) discuss the key trends in luxury and fashion in 2026, and strategies to build growth and resilience.
Fflur Roberts
President Trump’s First Year: How Tariff Shocks Shaped Industries
16 Jan 26The first year of President Trump’s second term has been marked by a series of policy shocks signalling an era of heightened uncertainty for the global economy. Euromonitor International identified six pillars of Trump’s policies during his first year, three of which have dominated: Tariffs, Migration and (De)Regulation. Industries have faced higher costs, supply chain disruptions, trade uncertainty and changing consumer demands.
Euromonitor International
Economies and Consumers in 2026: Key Trends to Watch
8 Jan 26As 2026 unfolds, global business faces a landscape marked by resilient but restrained growth, shifting trade dynamics, persistent cost pressures, widening consumer divides, and the rising influence of Generation Alpha. Success will depend on agility, authenticity and a nuanced understanding of rapidly fragmenting markets.
Aiste Bijune
Venezuela Regime Change Set to Influence Global Oil Markets, Geopolitical Dynamics, and Business Strategies
7 Jan 26The first year of Trump’s presidency was marked by significant uncertainty over tariffs, whilst the second year begins with the emergence of new geopolitical risks following the US capture of Venezuela’s head of state. This development introduces heightened uncertainty that extends beyond Venezuela, with implications across multiple regions. While global businesses face shifting geopolitical dynamics, the potential increased oil supply over the long term could help reduce energy price pressures.
Euromonitor International
FMCG Players Sharpen China Strategies Amid Geopolitical Pressures
18 Dec 25US-China trade war and escalating tensions between China and Taiwan require companies to rethink strategies for sourcing, production and market access in China. Rising tariffs drive up costs and uncertainty, yet China remains a vital production hub. Its large population, expanding middle class and growing cities with solid incomes continue to make it an attractive market for final sales.
Aiste Bijune
Cross-Industry Trends Shaping Growth Into 2026
2 Dec 25We are excited to present Euromonitor's trending topics. Listen to our thought leaders discuss five short-term trends shaping global industries in 2025–26: market volatility, beyond affordability, healthy longevity, intentional consumption and next-gen online storefronts. Understanding them is critical for resilience and growth in today’s volatile environment.
Euromonitor International
Global Economic Outlook: Q4 2025
27 Nov 25The global economy continues to adapt to the changing trade landscape, and is demonstrating resilience, on the back of lower interest rates, easing inflation, a speedy reorganisation of global supply chains and the negotiation of trade deals between the US and its key trading partners. Nevertheless, higher tariff levels and ongoing policy uncertainty cloud the outlook.
Aiste Bijune