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CITIC Securities: US Inflation Pressure Expected to Gradually Emerge in Second Half of Year

Summary: According to reports, CITIC Securities pointed out that under Trump's tariff policy, several major US retailers, manufacturers, and automakers have already announced price increase notices. Due to the strong willingness and ability of US companies to pass on costs, the inflationary pressure from tariff policies cannot be ignored. From a macro perspective, some leading US ...

According to reports, CITIC Securities pointed out that under Trump's tariff policy, several major US retailers, manufacturers, and automakers have already announced price increase notices. Due to the strong willingness and ability of US companies to pass on costs, the inflationary pressure from tariff policies cannot be ignored. From a macro perspective, some leading US inflation indicators have already signaled upward pressure on future US inflation, with US inflation pressure expected to gradually emerge in the second half of this year.

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