Hunting for a great game: Trump tariff inflation


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Safari hatches last a month in search of great game inflation.

I blame Walmart (Wmt) Cfo John David Rainey I am in this wardrobe.

“So we will work hard to try to keep the prices down. But you see some prices rose to certain items are inevitable” Rainey told me in mid-May After Walmart’s first quarter earnings.

Rainey – to answer my question about the effects of the new Trump tariffs – as soon as it increases, it will be noticeable in a few short weeks.

“Well, if there is a 30% tariff to something, you probably go to see double figures (price increase),” Rainey warned.

This year, I have been in a high warning since this year for the signs of the potential nutritional degree. Or, in the market volatility due to a bare minimum, more indefinite outlook.

Large and large, my hunting expeditions appeared short.

The Consumer Price Index (CPI) for April was 0.2%. Captured Pame has laid the 12-month inflation rate in the lowest level since 2.3%, 2021. This report warned on May 13 on May 13 and tariffs on the looting effects.

Again, a data point is a data point.

In a surprisingly effective way, inflation can read the expectations of the University of Michigan.

The last year’s inflation expectations changed 6.6% to 6.5% in 6.6%. Uptick marked the smallest increase since the election and ended a four-month lane of a jump “extremely large” in the expectations of nearby inflation expectations.

In May, long-term inflation expectations fell to 4.2% in April. This was the first landing since December 2024.

Again, a data point is a data point.

When I hated my bad news carrier, I started covering inflation on swelling in Prairie. What I see, what I saw, and inflation is what I can set the stage for negative surprises for the bulls on inflation.

New research from Morgan Stanley Analyst Alex Straton shows that the main retailers still trust in China and other markets for China and production, the prices began to collect a good better.

If prices are investigating, the average price increase in average shoes increased by 13% in May. The previous six-month average was 1%. Under armor (Do) and in holdings (Foundation) shown as aggressive in the final price increase.





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