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Employment Controls Spending
- Consumer spending is surprisingly strong despite tariff-related concerns.
- Employment status remains the key determinant of economic health and spending behavior.
Amazon Shows Tariff Costs
- Amazon is displaying tariff costs alongside total product prices, causing political backlash.
- Transparency raises questions on tariff absorption between Amazon and third-party sellers.
Tariff Impact Absorption Unclear
- Walmart chooses not to itemize tariff costs, favoring price stability.
- It's unclear how much tariff impact Amazon absorbs versus passes on or discounts.