Goldman Sachs: U.S. consumers may bear 67% of tariff costs
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最新报道：According to a report from Coinnet, Goldman Sachs research shows that while US businesses have borne most of the costs of Trump's tariffs so far, the burden will increasingly shift to consumers. Goldman Sachs analysts, including Jan Hatzius, wrote in a report that US consumers had borne approximately 22% of the tariff costs as of June, but if the recent tariffs follow the pattern of previous tariffs, their share will rise to 67%. US businesses have borne approximately 64% of the tariff costs so far, but their share will fall below 10% going forward. Foreign exporters have borne approximately 14% of the tariff costs as of June, and their share could rise to 25% going forward. Overall, US inflation will rise for the remainder of the year. Goldman Sachs forecasts that, assuming an underlying inflation rate of 2.4% after excluding the impact of tariffs, core personal consumption expenditures (PCE) will grow by 3.2% year-on-year in December.
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