X @外汇交易员

Tariff Impact on US Economy - Goldman Sachs estimates that US consumers bore approximately 22% of tariff costs as of June, potentially rising to 67% if recent tariffs follow previous patterns [1] - US companies have absorbed about 64% of tariff costs to date, but this share is projected to decrease to below 10% in the future [1] - Foreign exporters have shouldered roughly 14% of tariff costs as of June, with a possible increase to 25% in the future [1] Inflation Outlook - Goldman Sachs forecasts an increase in US inflation for the remainder of the year [1] - Based on an underlying inflation rate of 24% excluding tariff effects, the core Personal Consumption Expenditures (PCE) year-over-year growth is expected to reach 32% in December [1]