国际商会：随着企业清空库存，价格上涨的影响或将显现

Core Viewpoint - The International Chamber of Commerce indicates that the impact of price increases related to tariffs may become evident by the end of the third quarter as companies deplete their pre-tariff inventories [1] Group 1: Inventory and Price Impact - Companies have accelerated deliveries to the U.S. across various sectors, including automobiles, pharmaceuticals, cheese, and wine, to avoid tariffs imposed by President Trump [1] - The International Chamber of Commerce estimates that businesses currently hold about four months of inventory, which is approximately one month more than the average level, delaying the anticipated price increases [1] - Andrew Wilson, the Deputy Secretary-General, predicts that issues related to price increases will emerge by the end of the third quarter, with further inflationary pressures expected in the fourth quarter or early next year [1] Group 2: Inflation Data - Recent data from the U.S. shows that inflation rose in June, attributed to tariffs beginning to increase costs for certain goods, reinforcing analysts' expectations of heightened price pressures in the second half of the year [1]