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On today’s podcast episode, we discuss what a tariff even is, what might happen when they’re implemented, and how best to prepare for them. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Principal Analysts Paul Briggs and Matteo Ceurvels, and Analyst Rachel Wolff.

Tactics include diverting ships to lengthier—but safer—routes to avoid drought in the Panama Canal and unrest in the Red Sea, placing orders earlier than they might have in the past, or simply keeping more inventory on hand.

Nearly 50% of social network users in Thailand will be TikTok users, giving the country the highest TikTok penetration in the world, according to our forecast. The US will rank second, with 45.3% of its social users on TikTok. We expect penetration in the US will be as high as 49.1% by the end of 2026.

Brazil is Latin America’s largest retail ecommerce market by total sales volume and will be this year’s third-fastest-growing digital economy worldwide. Understanding the nuances of how and where Brazil’s diverse consumer base spends its money online is key for brands and retailers to thrive in this highly competitive ecommerce market.

Banks will have to work harder to be seen as trusted sources in a sea of dubious financial advice. They’re uniquely qualified to advise on financial matters, but as bad advice and scams spread, banks may find themselves tainted by association—however unfairly. Social media is an increasingly popular source of financial advice for younger consumers.

Fuel from Southeast Asia: Though it’s banned in India, TikTok will have much of its growth in Asia-Pacific driven by Southeast Asia. Indonesia, Malaysia, Singapore, the Philippines, Thailand, and Vietnam together will account for about half of TikTok users in Asia-Pacific, excluding China. And all of those countries except Singapore will see their TikTok user base rise more than 10% this year.

I think we're going to see a sea change from where the Biden administration took it, which is they're pushing for regulation. They got a lot of AI startups and big tech companies to buy into that idea. They sort of signed initial ways to ensure that there's regulation. I think that's going to change.