Category: Newsletter

  • Tariffs, Inflation, and the Signs Beneath the Surface

    Tariffs, Inflation, and the Signs Beneath the Surface


    Is tariff-driven inflation finally going to show up in the US? Let me make a few observations and ask fellow members of the pricing community whether they draw a similar conclusion. My conclusion is that the US has already seen some tariff-driven inflation, even if the effects donโ€™t leap off the page. The underlying pressures…