1 July 2025 | Dollar

Steps taken by US companies delay tariff-driven inflation surge

Steps taken by US companies delay tariff-driven inflation surge

Despite concerns about a new round of US inflation caused by President Donald Trump's tariffs, price growth remains relatively stable. Consumer prices rose 2.4% in May, below economists’ forecasts, CBS News reports.

The data reflects steps taken by American companies to offset the impact of import levies. Firms were ramping up purchases of goods ahead of the imposition of duties. Now, much of the extra inventory is sitting in warehouses or on store shelves, allowing importers to delay price hikes. Besides, some companies refrain from passing any cost increases through to consumers while awaiting more clarity on Trump’s trade policies

Meanwhile, actual duties collected at the US border remain below official rates. Some importers have been able to avoid or delay paying tariffs by storing goods in bonded warehouses or foreign-trade zones.

However, CBS News notes that businesses will not be able to further hold back price increases. According to Gennadiy Goldberg of TD Securities, US inflation is likely to accelerate as import costs rise in the second half of the year.

Elena Berseneva MarketCheese
Period: 30.05.2026 Expectation: 450 pips
Invest in EURUSD with 1.17500 target
Today at 11:40 AM 9
Period: 06.05.2026 Expectation: 1300 pips
NVDA knocks on record highs as big tech earnings loom
Today at 09:58 AM 13
Period: 31.05.2026 Expectation: 200 pips
Investing in natural gas up to $2.77
Today at 09:50 AM 13
Period: 06.05.2026 Expectation: 1220 pips
USDCAD primed to resume uptrend following key central bank announcements
Today at 06:40 AM 14
Period: 12.05.2026 Expectation: 500 pips
Go long on Brent crude with $114.5 in sight
Yesterday at 11:47 AM 30
Period: 05.05.2026 Expectation: 890 pips
Buy AUDUSD on pullback with 0.72190 target ahead of Australian CPI and Fed decision
Yesterday at 11:10 AM 21
Go to forecasts