Trade War news and trends

Shein Reportedly Weighs US Restructuring Amid Tariff Pressure
eCommerce // April 30, 2025

Fast fashion retailer Shein is reportedly considering ways to restructure its American business. This effort is a way to deal with ongoing tariffs on Chinese imports, which have threatened Shein’s plans to go public, the Financial Times (FT) reported Wednesday (April 30). As the FT...

European Airlines Report Uncertainty Drives Decline in Bookings to US
Travel Payments // April 30, 2025

European airlines are reportedly seeing a decline in bookings for trips to the U.S. due to uncertainty around American border policy, tariffs and the broader economy. Air France-KLM, Lufthansa and Virgin Atlantic have noted in this in recent remarks, though they have maintained their full-year forecasts due to their...

Amazon: No Plans to List Trade War-Related Surcharges
Amazon // April 29, 2025

Amazon says it has no plans to display import-related charges on its website following White House protests. “The team that runs our ultra low cost Amazon Haul store considered the idea of listing import charges on certain products,” Amazon spokesperson Tim Doyle said in a statement provided to...

Apple Faces Tariff-Related ‘Sword of Damocles’ Ahead of Earnings
Apple // April 29, 2025

Apple will likely face tough questions on tariffs and AI from investors when it reports earnings this week. That’s according to a report Tuesday (April 29) from Reuters, which says the tech giant’s investors will want to know more about the delayed launch of Apple’s artificial intelligence (AI)...

Interviews & Exclusives
Amazon and Walmart Overhaul Supply Chains as China Tariffs Bite

April 11, 2025
When Walmart, the largest retailer in the U.S., abruptly withdrew its first-quarter operating income guidance last week, the message was unmistakable: the tariff storm is shaking the foundations of retail planning. The announcement, citing the need to maintain pricing flexibility amid newly implemented tariffs, is emblematic of the intense pressure facing multinational retailers in a […]

Banks and FinTechs Navigate Market Mayhem Amid Escalating Tariff Fears

April 08, 2025
As the economy continues to reel from President Donald Trump’s tariff announcements, speculation about their impact on the banking and FinTech sectors has reached a fever pitch. The once-promising but...

How Tariffs Lead Toymakers To Redraw Asia’s Supply Chains

November 28, 2019
Importers around the world continue to reel from ongoing trade disputes that are redrawing supply chains — perhaps permanently — throughout Asia, causing importers and their suppliers across countries like...

Citi On Supply Chain Finance In An Age Of (Global) Uncertainty

October 21, 2019
Trade wars. Tariffs. Brexit. Beyond the headlines and stock market gyrations, beyond the speeches from politicians and academics, lies the very real impact of geopolitics on supply chains: Trade corridors...

Quick Reads
Etsy Focuses on Personalization Amid ‘Highly Fluid’ Trade Situation

April 30, 2025
Etsy is focusing on personalization efforts amid what its CEO calls a “challenging” macroeconomic environment. The eCommerce website reported earnings on Wednesday (April 30) showing consolidated gross merchandise sales (GMS) of $2.8 billion down 6.5% year-over-year and down 5.7% on a currency-neutral basis. GMS for the Etsy marketplace fell 8.9% — 8.1% on a currency-neutral […]

Shein Reportedly Weighs US Restructuring Amid Tariff Pressure

April 30, 2025
Fast fashion retailer Shein is reportedly considering ways to restructure its American business. This effort is a way to deal with ongoing tariffs on Chinese imports, which have threatened Shein’s...

European Airlines Report Uncertainty Drives Decline in Bookings to US

April 30, 2025
European airlines are reportedly seeing a decline in bookings for trips to the U.S. due to uncertainty around American border policy, tariffs and the broader economy. Air France-KLM, Lufthansa and Virgin Atlantic have noted...

Amazon: No Plans to List Trade War-Related Surcharges

April 29, 2025
Amazon says it has no plans to display import-related charges on its website following White House protests. “The team that runs our ultra low cost Amazon Haul store considered the idea...