Businesses are passing along tariff costs, Fed reports

As someone who works with many suppliers, they are not eating any of the tariffs that I've seen thus far.

 

Worry not. What will undoubtedly fix the problem of inflation is forcing the Commanders to change their name back to the Redskins.

 

The cost differential due to the tariffs is not going to magically disappear. Business have to pass the costs along or they won't be in business much longer.

 

Can you explain the difference between "price increases due to inflation" and "price increases due to the things causing inflation" ... thanks. I'll hang up and listen..

 

Trump probably wants to cause massive inflation so people will stop talking about him being a Pedo.

 

Nomination worthy stuff here

 

I guess the best question here is, "Why wouldn't they?"

Like anything, you can't just slap them on there. Gotta be clever and work them in, slowly if possible.

 

Truly breathtaking analysis, huh?

Wow! Who knew that tariffs (additional cost) and inflation were completely separate and unrelated things.

 

Amazon wanted to put in parentheses the part of the price that was due to tariffs and trump called Bezos, after that it never saw the light of day.

 

Did shipping cost go down because of cheaper fuel prices? If so did you pass those savings to your customers?

 

One issue of all this is that businesses, like people, both produce things and consume things. Take, for example, GM. They just announced that their earnings were slammed by $1 Billion from tariffs in the second quarter and that they expect the situation to get worse in the third quarter. Now, this is one of the firms that are supposed to "benefit" from tariffs, due to their domestic manufacturing and the tariffs implemented on their competitors (lowering their competition). And, in fact, they saw an increase in sales in the US. However, they were unable to increase prices to match the increased cost of their consumption, which was largely on things like components and parts that eventually are assembled into a car.

https://www.reuters.com/business/au...-bite-out-gm-earnings-shares-fall-2025-07-22/

 

GM stock down -8% today.


“General Motors managed to beat analyst expectations Tuesday when it reported second-quarter results, but new tariffs on imported cars and auto parts took a $1.1 billion bite out of GM’s bottom line.

GM’s net income shrank 35% in the second quarter despite strong sales gains at dealerships as President Trump’s automotive tariffs weighed on the largest automaker in the U.S. The company this spring lowered its earlier profit guidance for 2025. Now GM says greater impacts are expected to hit the carmaker in the third quarter, though the company maintained its profit guidance for the full year.“




https://www.wsj.com/business/autos/...8ac97?st=if3eTR&reflink=article_copyURL_share

 

Water is wet.

 

I place a lot of dental implants in my office. The implants are mostly made in Scandinavia. Currently, Trump is threatening a 50% tariff on the EU. If I have to pay 50% more on these implants and implant components, I have no choice but to pass this cost onto my patients. Hopefully Trump TACOs again.

 

And so he can turn Pete "I'll shoot them in the knees" Hegseth loose on the protestors and declare Martial Law. You know that's in the equation somewhere, just not sure at this point if the troops will follow. But that's why they're chopping 20% of leadership. So, we'll see.

 

I think most of the auto industry is in for a rude awakening. IDK, maybe the majority like driving laptops, but I'm hearing and seeing more and more complaints about "how bad new cars are" and corresponding spike in people looking for pre-2020 models.

Ironically, I saw that Nissan is offering up a legit, 2-person cab, basic pickup for about $20K. A day late and a dollar short for Nissan, but it's something. Hopefully Toyota follows suit and ditches this terrible idea to replace their great V8s with blown V6s. I hear that's due to environmental/climate initiatives, which I think is complete BS. I get the feeling thats only marginally if at all better in that regards than my Honda 1.8L.

 

…..American companies listed below if it helps

About 25–30% of the world market is controlled by Straumann, Closely behind, with another 20–25%, are Nobel Biocare and Dentsply Sirona.

• Together, Zimmer Biomet, BioHorizons, and other companies control a portion of the Remaining market.

 

Good thing that those companies are sourced 100% from the US and/or are willing to eat 100% of the tariff costs in terms of lost profits, right?