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On today鈥檚 episode, host Bill Fisher is joined by our analysts Paul Briggs, Matteo Ceurvels, and Carina Perkins to examine what impact global economic turbulence is having on retail and ecommerce in different markets.

The Washington Post backs out of six-figure 鈥淔ire Elon Musk鈥� ad: The decision raises questions about when鈥攐r if鈥攂rands should weigh in on political issues.

Read the full report, Worldwide Retail Ecommerce Forecast 2024 Midyear Update.

YouTube鈥檚 hiring of ESPN veteran Justin Connolly triggers a Disney lawsuit: The clash underscores rising tensions over live sports streaming supremacy.

Banks must help customers navigate growing economic uncertainty.

It will be another turbulent year for social media in Latin America. As the number of users nears 400 million, declines at Facebook and Twitter will have profound, long-lasting implications for the region鈥檚 two biggest markets: Brazil and Mexico.

Retail media platforms like Amazon offer many of the same benefits that social platforms do, including a large and engaged audience, targeted advertising, and ecommerce integrations. A burgeoning list of companies are throwing their hats in the ring in the US, Europe, and Latin America; the threat of retail media to the social platforms鈥� future ad revenue growth cannot be ignored.

International performance, particularly in China and Latin America, continues to drive global box office recovery. Marketing innovations, including localized campaigns and social media strategies, are reshaping film promotion and providing insights about audience preferences. Streaming platforms are increasingly using theatrical releases to boost visibility and subscriber engagement.

After making various tie-ups and investments in Southeast Asia, the company is now focused on Europe, Latin America, and the Middle East. Our take: Adding diversified payment methods should also help Adyen鈥檚 terminal gain traction.

The cost of everything from Pandora jewelry to Adidas sneakers is rising: The trend is poised to accelerate as tariff-hit goods arrive at US ports鈥攁nd shoppers have taken note.

Record holiday sales helped retailers, but purchasing patterns across income groups diverged starkly. Middle- and lower-income consumers grew more selective, carefully weighing where and when to spend amid economic uncertainty. Meanwhile, higher-income shoppers continued to spend freely.

The Big Four advertising agencies like Omnicom have also worked to diversify their offerings to serve as a one-stop shop for various client needs. Our take: A revealing business change is the amount of revenues Edelman generates from 鈥渢op鈥� clients.

In 2024, revenue growth will increase by single digits in Europe and North America and double digits in Latin America and Asia, according to Skift鈥檚 鈥淕lobal Travel Outlook 2024鈥� report. The airline industry is charting the course for a 12% revenue climb in 2024, with cruises buoying up by 11%. Leisure and business digital travel sales show sizable growth.

The news: At Cannes Lions 2025, Netflix announced it has added Yahoo鈥檚 DSP to its growing list of programmatic partners, joining Google, The Trade Desk, and Microsoft. The expansion boosts flexibility for advertisers targeting Netflix鈥檚 94 million monthly ad-tier users across 12 countries, with new capabilities for first-party data and interest-based buying. Our take: With its Ads Suite now live globally, Netflix is done crawling鈥攊t鈥檚 competing directly with YouTube and social platforms for CTV budgets. As its per-user ad revenues rebound and its content ecosystem broadens, Netflix is evolving into a full-funnel marketing platform poised to reshape premium video monetization.

US consumers overwhelmed by marketing content: 40% unsubscribe weekly, driven by frequent messaging and privacy concerns, raising questions about responsible data practices.

The issuers are taking a wait-and-see approach to gauge how Trump鈥檚 tariffs will play out

Latin America traditional media spending bounces back: Recovering out-of-home advertising will help lift outlays to prepandemic levels.

Companies like Mercado Libre in Latin America and Alibaba, JC.com, and Meituan in China will account for a lot of retail media business internationally. Use this chart:. Demonstrate the growth of retail media advertising. Assess retail media鈥檚 role in digital advertising. More like this:. 5 recent charts forecasting how ad spend is changing, from retail media to programmatic.

Levi鈥檚 delivers downbeat outlook as uncertainty roils retail industry: The company expects potential tariffs, FX headwinds, and higher taxes to weigh on its 2025 performance.

The combination of those two factors resulted in 18.9% of new car shoppers taking on a monthly payment north of $1,000 in Q4, an all-time high. Consumers feel squeezed: Those rising costs contribute to a challenging environment since a car is a necessary expense for many consumers.

NBC News now expands: The service is bringing 24/7 free streaming to Mexico, Brazil as digital news consumption soars across Latin America.

As the major economies of Western Europe and Latin America grow their B2B ad spending more quickly, China鈥檚 share of the worldwide total will decline. Click here to view our full forecasts for US B2B digital ad spending and China B2B digital ad spending. Outside of the US and China, the UK is the largest B2B digital advertising market.