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关税挤压美企利润 美国4月PPI大“爆冷”
Zhi Tong Cai Jing·2025-05-15 13:55

Group 1 - In April, the Producer Price Index (PPI) in the U.S. unexpectedly fell by 0.5%, marking the largest decline in five years, indicating a drop in profit margins for businesses due to increased tariffs [1] - Excluding food and energy, the PPI decreased by 0.4%, the largest drop since 2015, while the core PPI, excluding food, energy, and trade, fell by 0.1%, the first decline in five years [1] - Many economists are focusing on the less volatile core PPI, which increased by 2.9% compared to the same period last year, suggesting that manufacturers and service providers have not fully passed on the increased import tariffs to consumers [1] Group 2 - Walmart has warned that it will begin raising prices on certain goods due to tariffs and increasing economic turmoil, despite reporting strong first-quarter results [2] - Companies face the risk of losing sales if they raise prices, but not raising prices could jeopardize profit margins, leading many to seek alternative cost-cutting measures or ways to improve productivity [2] Group 3 - While tariffs may increase costs, the low prices of many commodities could help alleviate some pressure on producers [3] - The cost of intermediate goods saw a slight increase after a decline in March, while the prices of unprocessed goods dropped significantly due to falling food and energy prices [4]