Welcome to Le Son Signals - your weekly download of macro business movements for the fashion and beauty industry.
This week, we explore infrastructure under pressure as economic and political shifts reshape the business landscape. We examine OPEC+'s decision to ramp up oil production by 548,000 barrels per day and what energy stability means for Q4 supply chain planning. Meanwhile, President Trump's "take it or leave it" tariff letters to 12 countries signal up to 70% tariffs starting August 1, creating urgent contingency needs for brands with EU or South Asian suppliers.
We dive into the UK's fiscal uncertainty as Chancellor Rachel Reeves scraps £5bn in planned savings, potentially triggering major tax rises that could hit discretionary spending. Plus: Germany-Poland border tensions threatening key logistics routes, and FICO's game-changing decision to incorporate Buy Now, Pay Later loans into US credit scoring starting autumn 2025.
From oil pricing volatility to trade route disruptions to evolving consumer credit landscapes, we unpack the macro forces reshaping operational realities and consumer behaviour across fashion and beauty markets.
Smart signals on where economic pressure meets business strategy — and what it means for brands building resilience in an increasingly volatile landscape.
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