Pantheon Macro says pass-through of tariffs to core goods prices only 1/3rd complete

3 hours ago 1
Red Tariffs label on a hundred dollar bill

zimmytws

Pantheon Macroeconomics argues that tariffs remain the primary force behind August’s stronger inflation print, with only about one-third of the ultimate price impact yet reflected in consumer data.

Pantheon expects the tariff effect to peak later this year, setting the stage

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