Fortune (August 27)
“Investors are underestimating the inflation risk of President Trump’s tariffs, which will push up import costs,” concludes analyst Henry Allen of Deutsche Bank. “One indicator forecasts that U.S. inflation may soon exceed 4%. Consumers are also expecting higher prices. But the inflation swaps market has yet to reflect these risks.”
Tags: 4%, Allen, Analyst, Consumers, Deutsche Bank, Forecasts, Higher prices, Import costs, Indicator, Inflation, Investors, Risk, Trump’s tariffs, U.S., Underestimating
Wall Street Journal (July 21)
“While no recession has been yet forecast, economic growth is expected to slow substantially in 2025” based on a larger than expected decline in leading economic indicators. “The U.S. economy is set to slow… with the impact of tariffs becoming more pronounced in the second half of the year through higher prices.”
Tags: 2025, Decline, Economic growth, Forecast, Higher prices, Impact, Leading economic indicators, Recession, Second half, Slow, Tariffs, U.S.
Washington Post (September 10)
“After months of gloom, Americans are finally starting to feel better about the economy and more resigned to inflation. Consumer sentiment, which hit rock bottom in June, has begun inching up in recent weeks. Gas prices are down. Decades-high inflation appears to be easing.” And there are signs that “many families are learning to deal with higher prices.”
Tags: Americans, Consumer sentiment, Easing, Economy, Families, Gas prices, Gloom, Higher prices, Inflation, Learning, Rock bottom
