Inside the deep economy, more label prices begin to rise due to tariffs

Prices are higher on the surface of the US economy. This Recent inflation data Showed a greater fit than the government on Friday. Nike on Thursday that there is a $ 1 billion shot due to tariffs The price increase is still being carried out.

Inside the US economy, within the inventory management distribution networks, there are less common items due to the trade war, but the label prices have increased more products.

“Now, many customers see the growing prices,” he said.

Price tags in the manufacturer, Martin, the company, the company, the company, in the warehouse, began a ticket to millions of products for many customers.

Depending on the product, the price increase is 8% -15%.

“It creates additional inflation,” said Martin. He also happens in e-commerce, although the change in the product was reflected online, not online, not in the product.

Shoe distributors for Q2 and a new study from America’s retail, 55% of respondents expect between 6% -10% between the tariffs between 6% and 10% in 2025.

Martin said he saw that this amount was in the pandemic of this amount, and then it was higher.

“Everything was more expensive in the amount of transport, labor and product,” he said. “We have seen an increase between all products, including food and beverages,” he said. “Backs again were between 30% -40%.”

This is not just higher prices, but less inventory

Current concerns about trade uncertainty and consumer softness, retail and production customers, manage inventory by reducing countdowns, and import less skars. The Bureau of Economic Analysis, in the first quarter of 2025, he said 0.5% of the gross domestic product.

“Total inventory trail is smaller,” said Martin. “You now look at three monthly inventory in hand with six.”

The growing number of empty shipping containers in supply of warehouses and ports indicates a lighter summit (summer installation of inventory for rear school and strike shopping periods).

According to the index of logistics managers, warehouse inventory levels during the month 6% per month during 6% month.

The readings after the first half of June after the first half of the first half of June show that the growth was temporary in early June, and Zachary Rogers are temporary associate professor at Colorado State University. “We did not see any large turns in transport, because of how much reserve required to move through the systems,” Rogers said. “The warehouse capacity moved to a soft expansion of lightly narrowing.”

The data for the full month of June, but Rogers said that the results are very difficult to change any meaningful way. “We are mostly close to where they will end,” he said.

Rogers explained the mild expansion in the month, according to the containers working in ports. US importers are refracted by taking full ocean cargo orders due to tariffs. 50% tariff for Chinese goods is still very high after the last break of high tariffs for many retailers Donald Trump Threatened in Chinese goods.

West Bank Ports now see a will Starting to come for a holiday in containers. Please note that Los Angeles Optimizer port, which follows the ocean trading for the ports of Los Angeles and Long Beach, will be in July 2024 in July 2024.

“This is noteworthy, because those who move until July, will wait for the numbers to rise,” Rogers said.

The situation on the east coast is different.

The largest port of the eastern coast, New York and New Jersey port, monthly container information, 774,698 twenty meters of equivalent unit or teus, broadcast the monthly container information on Thursday.

“Of course, due to the Western coast, because our Western coastal colleagues, the director of the New York and New Jersey, said that the Location of New York and New Jersey.” We have already seen an increase in the volume of Europe, Southeast Asia, India and Vietnam. I expect an important increase in July, but we will see strong volumes. “

However, Rooney added that the sliding is relatively small as the reconstruction of supply chains in Europe and Southeast Asia. “Perhaps a year of change perhaps during the year,” he said. “Although many useful cargo owners (US companies) (US companies) (US companies) have changed or diversified their source, we do not see a great change in route.”

Blank shipping tins sits in longer ports

Another lead indicator of future load orders is the action of discharges. Blank container trade is needed to continue exporting exports. CNBC analysis of empty containers shows that there are no ports of Los Angeles and no recovery to return to the long beach ports.

During the pandemic, the discharges were a priority to return to Asia, so it can be replaced again and exported to the United States.

“The fact that so empty containers still sitting in the ports, importers show that the normal August-September September September season said,” Rogers said.

Goods going to retailers in the cargo and warehouse, September and October, due to the wave of goods from the goods, transport and warehouse will see some activities at the wholesalers / distribution levels. However, Rogers added, “At this point, we look very difficult to see a normal summit season.”

“Currently, I have a ton of inventory levels, and I would still expect that with our tariffs, which are in place, which are related to the production of import, especially in the year,” he said.

Another warning sign, the ocean load speed, on the trans-Pacific Road from the Far East, a trans-Pacific route on the US West Bank since the earlier spikes in June. According to Peter Gum, 39% of the Western US Coast from the West, 39% in Xenet in Xeneti, average prices since 39%. “Transpascus on the west coast of the United States is the main battlefield for the export of China, so the stain rates fell faster to prioritize this trade immediately after the decline in tariffs.

Sand and shippers are only for a while before you do the same on the east coast of the United States and the stain rates begin to fall sharply there.

In order, this retreat is closely monitored by economists. The Oxford economy continued to lower consumer goods on the importance of the recent record, in April with a decline in $ 4.3 billion in April $ 4.3 billion. “This is how this is largely unchanged in other categories, if other categories are unchanged, the effective tariff rates are raised and the economy is slow to reduce imports,” he said.

“The determination is the best decision with shippers, according to the whole tariff conversation,” Martin said. “No one knows what happens tomorrow or does not understand the cost structure. It is better to have lean reserves in this situation,” he said.

Correction: According to the index of logistics managers, warehouse inventory levels during the month 6% per month during 6% month. The previous version of this article broke the name of the index.