In-depth economy, sticker prices begin for further tariffs

On the surface of the US economy, prices are higher. A Latest inflation data Friday showed a greater fluctuation than the government planned. Thursday, Nike said he received a million dollars as a result of the tariffs and therefore Price increases have not yet been executed.

Within the US economy, within distribution networks that manage inventory, there are fewer things as a result of war, but more goods that are rising by the sticker prices.

“Now that many customers are increasing prices,” Ryan Martin said, the distribution of his logistics and presidents of fulfillment.

While the manufacturer’s price tags appear, Martin said in Last Month, its companies “to reuse millions of units for many customers” to take customers to the warehouse or shops that are planning consumer products.

Depending on the product, price increases range from 8% to -15%, he said.

“This is creating an additional inflation,” Martin said. It is happening in e-commerce, he said, but the price change is reflected online, not in the product.

A new Survey of Shoe Distributors and American Trade 55% of Q2 expects the average retail price 6 -10% increase in 20% as a result of rates.

Martin says, when he saw that this amount of input was in Pandem, and then was much taller.

“At the time, it was expensive of transportation, labor and product quantities,” he said. “We saw it increased among all products, including food and drink,” he said. “Reuse was 30% between 30 -40%.”

No higher prices but less inventory

With commercial uncertainty and consumer smoothness and consumer concerns, traders and manufacturing customers manage inventory by reducing SKU counting and importing less SKUS. The Economic Analysis Office reported that the gross domestic product fell by 0.5% in the first quarter of 2025.

“The general trace of the inventory is smaller,” Martin said. “You are looking for a three-month inventory now six versus.”

Supply chain data The amounts of the storage sector and port vessels are growing ports of warmer ports (construction of summer construction back-to-school and holiday shopping times).

Levels of the warehouse inventory are currently down a month, depending on the Logistics Manager ‘index.

In the first half of June, in the first half of the month, the growth of inventories began to slow down, which suggests that increasing early June was temporary, according to the associated teacher of Zachary Rogers at the University of Colorado. “How long does it take the inventory to move through systems, we haven’t seen much change of transportation yet,” Rogers said. “The warehouse capacity has been a light spread of light contraction.”

The data for the rest of June is not yet included, but Roger said it is very difficult in meaningful results. “We pretty much know that we will know where they will end,” he said.

Rogers explained a lightly observed expansion of the month with containers that were processed in ports. U.S. importers have hesitated to move the orders of the ocean goods due to fares. 50% of Chinese goods fare is very high for many vendors, and even after a high-rate break Donald Trump threatened to Chinese goods.

West coast ports are watching a Little blow In the containers initiated to reach the holidays. Based on the port of Los Angeles Optimizia, the monitoring of ocean trade in Los Angelesko and Long Beach, will be smaller than July 2024.

“This is because July moves in August, when we expected to see the numbers rise,” Rogers said.

On the east coast, the situation is different.

The port of New York and New Jersey, the largest port of East coast, released the monthly container data on Thursday, processed 774,698 twenty-twenty-twenty-twenty-two units equivalent or Teus.

“The rates will not affect us because we will be on the west coast, as we are not dependent on China, as members of our western coast,” New York, New York and New Jersey port director said CNBC. “We have already seen the increase in European, Southeast Asia, India and Vietnam volumes. I have no obstacles in July, but we will see strong volumes.”

But Rooney added a relatively small change in Europe and the supply of chains to supply Southeast Asia. “We’re seeing a change of 1% year after year,” he said. “It’s pulpatively, it is certainly that we don’t see a huge change to focus, it is clear that many beneficial loaders (US companies) are diverting their supplier or diversifying their supplier.”

Shipping ships are empty in ports

Another important indicator of future freight orders is the movement of drains. The trading of empty container is necessary to move the flow of exports. The CNBC examination of the empty containers shows that there is no hurry to go back from Ports of Los Angelesko and Long Beach.

In Pandemia, the drains were prioritized to return Asian to return to the United States and export.

“Being sitting in so many vessels also suggests that importers are not expected that the peak of our August September is not expected,” Rogers said.

Trucks and warehouses will see some activities at the wholesale / distribution level throughout the Q3, thanks to the wave of goods that enter ports, these goods eventually went to the outlets in September and October. But Rogers added, but in fact it seems very difficult that we will see the normal season of the summit. “

“Inventaries Even today, we already have a ton of inventory in hand, and still with fares, imports, especially related to manufacturing, which would be smaller than we expected at the beginning of the year.”

Another warning sign is the dramatic fall of the average ocean goods, on the Far East Pacific route from the west coast of the US in June. The average rates of the witness left 39% from the west coast of the East from June 1, according to Peter Sea, according to the main shipping analyst of Xen. “The US West Coast is a site for carriers, in terms of Chinese exports, therefore, place rates harder and faster in terms of priority, lowering 145% rates immediately in trade.

The sand said the boats do the same on the east coast of the US, and the place rates also start falling significantly.

This delay on requests are very visible by economists. Oxford Economics wrote in a new mention, in favor of import, consumer goods continued to go down after a decrease of $ 33 billion in April. “It was displaced by a win in the car without changing other categories. We hope that imports are effective all year round the rate rates are effective and economies slow down,” he noted.

“The best accuracy is that the sender came across the total fare talk,” Martin said. “No one knows what will happen tomorrow or understand the cost structure. It is better to have smooth inventories in this case,” he added.

CORRECT: Warehouse inventory levels fell by 6% per month, depending on the Logistics Manager ‘index. A first version of this article bent the name of the index.