Bloomberg Businessweek ICYMI: How Tariffs Impact Global Payments
Jun 4, 2025
John Caplan, CEO of Payoneer, a leading fintech firm in cross-border payments, dives into the intricate relationship between the American consumer and the global digital payment industry. He discusses how uncertainty in global trade and tariffs impacts revenue forecasts. Caplan highlights the resilience of customers amidst fluctuating U.S.-China trade relations and explores the emerging role of stablecoins in international transactions. Additionally, he addresses the adoption of financial technologies in Latin America and APAC, emphasizing tailored solutions for diverse markets.
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U.S. Consumer Vital for Global Payments
- U.S. consumer health strongly impacts global digital payment flows and business growth.
- Cross-border trade hinges on consumer spending, especially between the U.S. and China.
Communicate Uncertainty Transparently
- Companies should build trusted relationships by transparently communicating uncertainty in guidance.
- Pulling guidance amidst tariff and trade uncertainty is prudent to maintain shareholder trust.
Stablecoins' Potential in Payments
- Stablecoins represent promising innovation for cross-border payments but adoption remains cautious.
- Payoneer’s broad network positions it to bring stablecoin hype into practical use.