UBS On-Air: Paul Donovan Daily Audio 'Did Amazon increase inflation risks?'

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Recorded30 Apr 2025

Publishersecure.ubs.com

Handlerec:4542779

Show notes

Online retailer Amazon denied reports it would publish the tariff impact on the price of each item sold on its US website. The general lack of tariff transparency risks higher US inflation by enabling retailers to indulge in profit-led inflation—blaming tariffs for price increases that actually raise profit margin. Lack of transparency also risks consumers blaming tariffs for every price increase, reducing confidence and threatening growth.

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