Anna Swanson
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Podcast Appearances
sued to try to preserve a refund.
Of course, doing this brings you into the firing line for the Trump administration.
Companies are also kind of wary of raising their hand.
And, you know, someone was telling me being perceived as dancing on the grave of the Trump administration's
You know, tariff policy right after it has failed.
So there are upsides and downsides to this.
I think there's just a lot of uncertainty about the refund process, whether or not companies even need to do this to ensure that refund.
But for them, there's a lot of money at stake, you know, hundreds of millions of dollars potentially.
Yeah, so inflation on the producer side was a little hotter than expected this morning.
And I think it's just a reminder that it remains kind of a balancing act for this economy.
We are concerned about slowdowns.
We're also still concerned about inflation being, you know, stickier.
I'm also now concerned about this toddler on a sugar high that Heather was mentioning.
Parents all know that doesn't end well, right?
But in terms of where tariffs will go and the impact on prices, we've kind of been getting mixed reports.
I mean, you do see some analysts say that most of the tariff increases have been priced in by companies.
But anecdotally, a lot of companies are still telling me that they have held off on increasing prices too much so far, but that the time may come for them to do so in the future.
They were really concerned about the consumer market being too fragile and whether consumers would put up with price increases.
But in the meantime, they've been having to deal with having their profit margins compressed, having less money to invest in new plants and employees.
So that situation isn't sustainable forever.