New tariffs, new risks: How will your business adapt?

The Trump administration’s tariffs push is reshaping global trade, driving up costs, disrupting supply chains and distorting demand. Businesses must adapt to stay competitive.

Client and project scope

A US consumer electronics firm needed to understand how tariffs will shape the economic outlook and demand for its products.

We were asked to provide a comprehensive, quantitative assessment of the economic drivers shaping the US consumer market and to develop a five-year outlook, including scenario analysis, around potential trade policy changes.

Project output

Our econometric analysis identified and quantified the key drivers of demand for the client's products. Working with our US Economics team, we then built a bespoke model to forecast future demand.

We developed two alternative economic scenarios, including detailed analysis of the potential impacts of escalated tariffs beyond proposed levels. This exposed how tariffs would impact the key economic variables that influence demand for the client’s products.

Client outcome

The included scenario analysis provided actionable insights into potential market risks and opportunities, particularly related to the evolving trade landscape, helping the client navigate market volatility with greater confidence.