Tariffs’ Inflation Bite: Slow, Uneven, and Spreading
Is the feared tariff-driven inflation wave really hitting consumers? The answer depends where you look. Overall US inflation held steady at 2.7% in July, but tariff-sensitive categories
Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
Is the feared tariff-driven inflation wave really hitting consumers? The answer depends where you look. Overall US inflation held steady at 2.7% in July, but tariff-sensitive categories
Why are stocks soaring when economists warn of stagflation risks? US and global equities keep smashing records, with the S&P 500 and Nasdaq hitting back-to-back all-
Can the UK keep leading the G7 when global headwinds gather? The UK's economy managed 0.3% growth between April and June, outpacing economists' predictions of just
Are you reading the economic tea leaves or just looking at murky water? Beneath the cheery market action, trust in U.S. economic data is being tested. Ongoing budget and
Why did Wall Street pop the champagne after a not-so-chilly inflation report? Stocks celebrated July’s tame CPI numbers, as traders saw them as opening the door wide
Is the threat of inflation receding or just hitting snooze? The July Consumer Price Index came in at +0.2% for the month and +2.7% year-over-year, matching
Can the trade truce hold—or just delay more pain? In a classic Friday-afternoon maneuver, President Trump extended the U.S.-China tariff pause by 90 days, just hours
Wall Street is giving off whiplash vibes as investors try to square sticky inflation, flagging consumer strength, and hopes for a September Federal Reserve rate cut. Stocks broadly slipped Monday,
Is inflation finally taking its toll—or are government policies just muddying the data? July's Consumer Price Index (CPI) is expected to show a 0.2% monthly rise
Have tariff dominoes stopped falling, or just started? President Trump’s aggressive tariffs continue to upend global relationships—with some of the steepest fallout landing in unlikely places. Switzerland, long
US equity markets are flirting with all-time highs, with the Nasdaq and S&P 500 closing on records despite macro headwinds and fresh tariff risks. The Dow Jones
How are higher costs and uncertainty reshaping the UK's economic backdrop? The latest data spell out a cooling labor market in Britain, as three separate surveys show hiring