富国银行：美国进口商被迫承担特朗普关税成本 转嫁消费者迹象初现

Core Insights - Wells Fargo economists Sarah House and Nicole Cervi report that U.S. import prices are rising, indicating that foreign exporters are not absorbing the higher tariff costs imposed by Trump [1] - The data shows that non-fuel import prices increased by 1.2% year-over-year in June, suggesting that domestic companies are forced to bear the higher tariff costs and are beginning to pass these costs onto consumers [1] Import Price Analysis - The import price data does not include tariffs, which implies that if exporters were absorbing the higher tariff costs, import prices should have decreased [1] - The lack of decline in import prices signals that domestic businesses are facing increased costs due to tariffs and are starting to transfer these costs to consumers [1]