Navigating the new geopolitical uncertainty

This is the McKinsey Podcast, where we help you make sense out of our world's toughest business challenges. Welcome to the show. I'm Lucia Rahili and I'm Roberta Fassaro. Hello, Roberta. Hey, Lucia.

Roberta, I have consumers on my mind coming out of the holidays, both because I am a consumer and because I read about a sea change in terms of what motivates consumers to buy. McKinsey's recent article about the value now consumer says that until recently consumer sentiment and spending tracked in sync, but not anymore. Now consumers might feel pessimistic about the economy and Still spend.

So super interesting insights and folks can find the article on McKinsey.com. Alright, but you know something else that might influence consumer spending in 2025, Lucia, is the potential for increased tariffs. You know, tariffs are nothing new, they go all the way back to ancient Rome where imported goods were taxed at a rate 25 times higher than than domestic goods. I picked up this cool little fact from our article on tariffs.

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