Tariffs pose rising inflation and rate cut risks for H2 2025 as CPI data hints at early price pressures in key goods. See why markets may be underpricing this threat.

Meanwhile, export trends are likely to be erratic: a short-term surge in shipments as firms race to beat new tariffs, followed by potential declines if trade barriers persist. Canada's strategic pivot to the Indo-Pacific, however, offers hope for exporters seeking new markets beyond the U.S.

While generally saying the labor market remains solid and inflation elevated but showing progress toward the Fed’s 2% annual target, the minutes reflect a mixed assessment of whether the tariffs will spur inflation or be more of a one-time hit that will not lead to higher long-term price increases.

Inflation rose last month to its highest level since February as President Donald Trump’s sweeping tariffs push up the cost of everything from groceries and clothes to furniture and

Price inflation is moving up again, in spite of President Trump's repeated (and false) claims that prices are falling. Tariffs, though, are not inflationary.

The food-and-snack maker’s CEO Sean Connolly said tariff-related costs could add more than $200 million annually to the company’s cost of goods sold.

If they did, the Smoot–Hawley Tariffs of 1930 would have caused inflation. Instead, there was deflation and the Great Depression due to reduced trade and the Federal Reserve’s reduction in the ...

The S&P 500 slipped 0.3% on Wednesday, June 11, as investors weighed softer-than-expected inflation data and progress on U.S.-China trade talks.