The Economic Impact of U.S. Tariffs: Waiting, Watching, and Planning
Jul 18, 2025
U.S. tariffs are reshaping the business landscape, with significant impacts on companies but minimal effects on consumers so far. The conversation dives into the slow absorption of costs and its inflationary implications. Legal challenges and potential future scenarios surrounding the tariffs also take center stage, painting a picture of what’s next for the economy. Tune in for insights on navigating this complex financial environment.
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insights INSIGHT
Tariffs Hit Businesses First
U.S. tariffs since January mainly hit businesses, with smaller immediate effects on consumers.
Corporate profits currently absorb most tariff costs, delaying price increases passed to consumers.
insights INSIGHT
Slow Consumer Price Pass-Through
Data shows businesses are absorbing tariffs instead of fully passing costs to consumers so far.
Consumer price inflation from tariffs has been slow and uneven across industries.
insights INSIGHT
Tariffs Impact Corporate Profits
Tariffs could reduce corporate profits by 9-11% if fully absorbed.
However, post-pandemic margins and tax cuts may help businesses absorb costs gradually.
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We discuss how U.S. tariffs are mostly hitting businesses, with smaller effects on consumers so far
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