
Luxury Brands Navigate China Slowdown and Tariff Pressures
From Thornburg Investment Insights by Thornburg
December 8, 2025 · 13 min · Season 1 · Episode 10
About this episode
The episode evaluates how luxury brands are adapting to changing consumer spending patterns in light of economic challenges in China.
We evaluate shifting consumer spending patterns amid global macro and geopolitical headwinds.
Topics covered
- consumer spending
- China economy
- tariffs
- global macro trends
- geopolitical headwinds
Keywords
- luxury brands
- China slowdown
- tariff pressures
- consumer spending
- global economy
Mentioned in this episode
Organizations: Luxury Brands
Places: China
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