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消费者尚未感受到关税压力,但未来几个月企业或更大幅度提价
news flash·2025-06-11 12:46

Core Viewpoint - The article highlights that while consumers have not yet felt the pressure from tariffs, businesses may significantly increase prices in the coming months due to rising costs associated with tariffs [1] Group 1: Inflation and Economic Indicators - In May, the core inflation rate in the U.S. was below expectations for the fourth consecutive month, indicating that companies are managing to limit the extent to which tariff-related cost increases are passed on to consumers [1] - Following the report, U.S. Treasury yields rose, the dollar fell, and S&P 500 futures increased, suggesting a market reaction to the inflation data [1] - Traders believe there is a 75% chance that the Federal Reserve will lower interest rates before September, influenced by a series of lower-than-expected inflation data [1] Group 2: Tariff Impact on Businesses - Economists anticipate that businesses will raise prices more significantly in the coming months, partly due to the challenges of protecting consumers from increased costs if tariffs are raised [1] - The article suggests that the most punitive tariffs may have been temporarily paused, or that companies have so far absorbed the additional costs without passing them on to consumers [1]