WATCH: Glitzy runway shows by the world’s biggest fashion brands in Milan and Paris mask a worrying picture for luxury executives behind the scenes: a slowdown that appears to be getting worse as war in the Middle East rages on https://t.co/cOpuPPBW6l https://t.co/JQ4N4t6W2i
Why now
Thesis: Luxury demand cools as Middle East conflict persists
Catalyst to watch: Luxury brand quarterly results
Main risk: Slowdown may deepen further
Why it matters
Worsening luxury slowdown tied to Middle East conflict pressures European luxury earnings and consumer discretionary sentiment.
Details
WATCH: Glitzy runway shows by the world’s biggest fashion brands in Milan and Paris mask a worrying picture for luxury executives behind the scenes: a slowdown that appears to be getting worse as war in the Middle East rages on https://t.co/cOpuPPBW6l https://t.co/JQ4N4t6W2i
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- x · 2026-09-22 16:00 UTC