Inflation ahead? Companies will only absorb higher tariff costs for so long
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最新报道：Companies may soon pass on rising tariff costs to consumers as inflation pressures mount, warns a new CNBC analysis. Businesses have absorbed higher import duties since 2018's trade war escalation, but profit margins are shrinking. Major retailers like Walmart and Target report supply chain expenses up 15-20% year-over-year. Economists predict consumer prices could jump 2-3 percentage points if full tariff costs shift to shoppers. The Federal Reserve faces tougher inflation control challenges as these potential price hikes coincide with strong wage growth and resilient consumer demand. Industry leaders suggest price increases may begin appearing by Q4 2025.
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