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Signals & Trajectories | Tariffs & Trade Frictions: When Cost Structures Start to Shift

As 2025 approaches its close, trade and tariff issues have been resurfacing, often not through headlines, but also conversations and other quieter signals. In recent months, I’ve been catching up on regional analyses by 𝗔𝗠𝗥𝗢’𝘀 𝗥𝗲𝗴𝗶𝗼𝗻𝗮𝗹 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 and selected...

Has Luxury Gone ‘Quiet’?

3 headlines in January took my attention. “Luxury no longer means quality’: Consumers weigh in on the slowdown – Vogue Business “China enters ‘new normal’ for luxury market with flat sales expected in 2025” – Reuters...