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“The 90-day delay may be helpful as it sends a signal that President Trump may not want globally high tariffs in the long run but, rather, is playing a game of negotiation,” says Neil Saunders, managing director at Globaldata.
Bangladesh has some capacity to absorb the overflow from shifting supply chains, but persistent concerns around labour conditions, safety and political unrest make it a less attractive alternative, according to Vincent Quan, associate professor at the Fashion Institute of Technology (FIT).
“It’s an amalgamation of a few things — the rise of right-wing propaganda and general political ties definitely puts a sour taste in the mouth — same as with Twitter [now X],” says writer and creator Molly Elizabeth Agnew, who has shifted from posting daily fashion content to only covering tentpole events.