
May 2026 [Webinar]
Our May outlook on key signals that are impacting global sourcing and retail markets.
TARIFF TRACKING
/ US-China optics have improved, but the underlying trade conflict and tariff risk remain unresolved.
The long awaited meeting between US President Donald Trump and Chinese President Xi Jinping is largely seen by political analysts as formalizing a détente narrative – “constructive strategic stability” and new Boards of Trade and Investment – but stress that the underlying economic and technology competition remains intact and largely unresolved.
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