UBS: Trumps delay in tariff hikes is expected to delay consumer pressure until 2026

By: odaily.com|2025/07/08 11:06:52
Share
copy

Odaily News Paul Donovan, chief economist at UBS, said that Trumps postponement of the tariff increase to August 1 may mean that the impact of these new tariffs on prices will not be fully apparent before Christmas, but will be postponed to 2026. He pointed out: Given that retailers usually prepare for Christmas in advance, and the goods need to go through the entire supply chain process from production to shelf, even if the tariffs are implemented now, the time when consumers really feel the price increase may be later. This will undoubtedly reduce some of the impact on American consumers in the second half of the year. Avoiding the cost pressure brought by tariffs during the year-end shopping season will help the White House avoid negative news. But Donovan also warned that any delay will not completely prevent these tariffs from eventually being transmitted to American households. He said: This is actually a huge tax burden imposed on American consumers. By the end of this year, real wages adjusted for inflation will begin to fall rather than rise, and then we will see the problem really begin to emerge. (Jinshi)

You may also like

Kalshi First Research Report: When Predicting CPI, Crowd Wisdom Beats Wall Street Analysts

Kalshi’s research shows that the prediction market's judgment of CPI is significantly superior to traditional institutional consensus when unexpected inflation shocks occur

High Fees, Can't Beat the Market Even After Paying 10x More, What Exactly Are Top Hedge Funds Selling?

Hedge funds sell not outperformance of the market, but rather scarce returns such as factor neutrality and high Sharpe ratio that cannot be easily replicated and can significantly improve portfolio efficiency.

AI Trading Risks in Crypto Markets: Who Takes Responsibility When It Fails?

AI trading is already core market infrastructure, but regulators still treat it as a tool — responsibility always stays with the humans and platforms behind it. The biggest risk in 2025 is not rogue algorithms, but mass-adopted AI strategies that move markets in sync and blur the line between tools and unlicensed advice. The next phase of AI trading is defined by accountability and transparency, not performance — compliance is now a survival requirement, not a constraint.

Twitter 上的「虚假流量」是指通过操纵关注者数量、喜欢和转发等指标来人为增加一条推文的影响力和可信度。下面是一些常见的制造虚假流量的方法: 1. <b>购买关注者:</b> 一些用户会通过购买关注者来迅速增加他们的关注者数量,从而让他们的账号看起来更受欢迎。 2. <b>使用机器人账号:</b> 制造虚假流量的另一种常见方法是使用机器人账号自动执行喜欢、转发和评论等互动操作,从而提高一条推文的互动量。 3. <b>推文交换:</b> 一些用户之间会进行推文交换,即互相喜欢、转发对方的推文...

Why Did Musk and His Tweets Have to Do This?

Facing Losses: A Trader’s Journey to Redemption

Key Takeaways Emotional reactions to trading losses, such as increasing risks or exiting the market entirely, often reflect…

Nofx’s Two-Month Journey from Stardom to Scandal: The Open Source Dilemma

Key Takeaways Nofx’s rise and fall in two months highlights inherent challenges in open source projects. A transition…

Popular coins

Latest Crypto News

Read more