美国经济观察：企业通过提价转嫁关税成本-US Economics-What's going on, part 2 Firms are pushing price to recover tariff costs

December 23, 2025 09:56 PM GMT US Economics | North America What's going on, part 2? Firms are pushing price to recover tariff costs The Q3 US GDP report indicates firms took a significant step towards recovering the costs of tariffs by pushing output prices higher. This should mean less downside risk to the labor market and lower recession probabilities, supporting our outlook for a rebound in growth in 2026. Key Takeaways Exhibit 1: Price, cost, and profit per unit of real gross value added on nonfinancia ...