A 90-day pause in tariffs added over $800 billion to the Magnificent Seven’s market cap, revealing just how damaging trade tensions had been for investor confidence.
Article
| May 13, 2025
Inflation waned in April: But early signs of cost increases are emerging.
Article
| May 13, 2025
The Trump administration is stepping back from the brink: After trimming China tariffs to 30% for 90 days, it reduced duties on low-value parcels from China to a still-high 54%.
Article
| May 13, 2025
Poor planning, political posturing, and a shift to inference workloads turned China’s state-backed data center spree into a cautionary tale for US hyperscalers.
Article
| May 13, 2025
Chart
| May 13, 2025
Source: iiMedia Research
On Monday, US and Chinese officials reportedly announced a significant reduction of the recent tariffs that have led to economic uncertainty around the world.
Article
| May 12, 2025
Tariffs are a heavy burden for foreign automakers: Toyota, Nissan, and Mazda are among the companies that stand to be hit hard by punishing US auto duties.
Article
| May 12, 2025
China’s deflation problem reveals flaws in its trade war strategy: Beijing’s bid to offset tariffs with domestic consumption are hampered by consumers’ reluctance to spend.
Article
| May 12, 2025
India’s commerce landscape is undergoing rapid transformation, fueled by booming ecommerce, rising mobile shopping, and the growing influence of social media.
Report
| May 9, 2025
As on-device AI fizzles, bold hardware is back—Samsung’s sleek, hinge-forward design aims to reset smartphone expectations and premium pricing logic.
Article
| May 9, 2025
Luxury brands rethink China approach as downturn drags on: Labels like Versace, Valentino, and Balenciaga are dialing back discounts, telegraphing exclusivity to wealthy shoppers.
Article
| May 9, 2025
Chart
| May 8, 2025
Source: Yano Research Institute
Disney’s domestic parks fueled Q2 strength: International results lagged, but a capital-light Abu Dhabi expansion points to future opportunity.
Article
| May 7, 2025
Chart
| May 6, 2025
Source: Ivanti; Ravn Research
The biggest ecommerce disruptors face a reckoning: The closing of the de minimis exemption is forcing Shein, Temu, and TikTok Shop to pivot, but it isn’t clear that shoppers will follow.
Article
| May 2, 2025
Chart
| May 2, 2025
Source: Jakpat
Chart
| May 2, 2025
Source: Jakpat
Chart
| May 2, 2025
Source: Jakpat
Turbulence in trade relations is changing how China’s ecommerce platforms do business in the US, with spillover effects on US retail and advertising.
Report
| May 1, 2025
Halting US shipments reflects how tariff volatility is driving inventory risk, pressuring supply chains, and prompting a realignment of go-to-market strategies. Read online
Article
| May 1, 2025
Chart
| May 1, 2025
Source: Ä¢¹½AV
Chart
| May 1, 2025
Source: Ä¢¹½AV
Chart
| May 1, 2025
Source: Ä¢¹½AV
Chart
| May 1, 2025
Source: Ä¢¹½AV
Chart
| May 1, 2025
Source: Ä¢¹½AV