Group 1 - The cost of shipping goods from China to the UK has surged by approximately 60% over the past three months, reaching $3,305 for a 40-foot container, complicating the Bank of England's plans to gradually lower interest rates [1][4] - Increased shipping costs are expected to pressure UK retailers, who may pass on these costs to consumers, potentially raising consumer prices temporarily [1][5] - The rise in shipping costs is attributed to heightened demand from U.S. companies eager to import products before new tariffs take effect, which has absorbed shipping capacity and increased costs on other trade routes to Europe and the UK [1][4] Group 2 - The inflation outlook in the UK is uncertain due to rising shipping costs, which could increase the Consumer Price Index (CPI) by an estimated 0.3 percentage points in the third quarter, pushing it to 3.6% [4] - Long-term effects of U.S. tariffs may lead Chinese companies to lower prices to boost exports to the UK, potentially creating a counter-inflationary effect, but currently, rising costs are squeezing UK businesses [5] - Concerns about supply chains are prevalent, with nearly 40% of businesses with at least 10 employees expressing worries about their supply chains for the upcoming year, an increase of 5 percentage points since March [5]
美国关税战余波推高英国航运成本 零售商承压或点燃新一轮通胀风暴
智通财经网·2025-07-09 07:01