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The bigger picture: This is part of the Trump administration鈥檚 larger undoing of Biden-era rules. The agency has dropped its lawsuit against Zelle and is expected to scrap its BNPL rule. Its rule to regulate apps like Apple Pay and Google Wallet as banks is also being undone by Congress.

鈥淢emorable mementos鈥� over souvenirs: Millennials and Gen Zers are driving the era of 鈥渁uthentic, off-the-path鈥� travel, per Bookings.com.

B2B marketers are reducing complexity following the pandemic-era buying spree. Simplicity and interoperability now drive purchase decisions, with demonstrable ROI and flexibility taking precedence. Internal readiness is critical to success. Organizational alignment and change management are the top barriers to realizing martech value.

Remittances represent a large share of global payments and will keep growing鈥攁lthough at a flat rate. Traditional money transfer organizations have to fight harder for a share of the prize as digital-only entrants have stepped up the competition.

Retailers need to brace themselves for a new era of protectionist trade policies that drive up costs and eat into consumers鈥� spending power, creating uncertainty for businesses and consumers alike. TikTok Will (Eventually) Survive Under Trump's Deal-Making Approach. The Supreme Court's ruling on TikTok may become irrelevant once Trump takes office.

While the long-term effects of Trump鈥檚 tariff moves will take time to settle, the immediate takeaway is simple: Agility, not size or proximity, will define success in this new era of commerce. This content is part of 蘑菇AV鈥檚 subscription Briefings, where we pair daily updates with data and analysis from forecasts and research reports.

However, despite this shift, Trump administration antitrust leaders at the Justice Department and the FTC still plan to follow the tougher Biden-era merger review rules, keeping some hurdles in place for major deals. Our take: With economic uncertainty and a generally more permissive merger climate, deal-making is set to accelerate this year.

US retail and ecommerce sales will maintain stable growth over the next five years, with pockets of opportunity emerging from new digital consumers and mobile-first online shopping trends.

Most of the rest of the world will grow faster than those three large markets, stabilizing the overall numbers. Click here to view our full forecast for retail sales, worldwide. Uncertainty and instability emanating from the US will drag down a handful of countries and regions.

Our revised US resale forecast reflects a slowdown for the ecommerce-dominated market, as the cost of selling one-of-a-kind items online comes into focus.

As consumer expectations evolve at breakneck speed, staying ahead means investing wisely in technology. Learn why 42% of online retailers plan to boost their digital investments this year, according to a recent CommerceNext survey.

This report presents five of the most intriguing and/or under-the-radar forecasts for 2025 that clients should be aware of, as compiled by our forecasting team.

The difficulties faced by entertainment producers underscore the precarious state of the industry. For most companies, streaming isn鈥檛 as profitable as linear TV was, which is leading to growing pains and uncertainty. Predictions. Media conglomerates will dump more money into sports.

Now, after the volatility of the pandemic years and the end of China鈥檚 high-growth era, the three megamarkets are suddenly on remarkably similar trajectories. Click here to view our full forecast for retail sales growth, by region or country. China鈥檚 outlook remains subdued, but it appears to have stopped the bleeding.

Consumer sentiment in July remained 鈥渟tubbornly subdued,鈥� according to the director of the University of Michigan鈥檚 Surveys of Consumers, Joanne Hsu, due to persistent concerns over high prices and economic uncertainty. Yet spending between April and June was up 2.5% YoY, per the Commerce Department鈥攁n acceleration from Q1, when sales rose just 1.5%.

On today鈥檚 special edition podcast, we discuss the evolution of creator content, how content is migrating off social channels, brand partnerships and the implications of AI on content. Join Vice President and Principal Analyst, Jasmine Enberg as she hosts Nicole Weltman, Head of Social from Taco Bell, Bryan Reisberg, Creator, CEO, and Co-Founder of Little Chonk, and Sarah Crockett, Senior Vice President and CMO of DSW. Listen everywhere and watch on YouTube and Spotify.