Economist: The impact of tariffs on inflation may not manifest all at once, need to pay attention to whether prices of certain goods have increased.

Former US Treasury Department financial economist Kevin Jacques said that so far, the hoarding behavior of US companies has partially absorbed the impact of tariffs on inflation. However, some goods are difficult to hoard, such as food. It is necessary to closely monitor whether the cost of imported fruits and vegetables is silently rising. Peterson Institute for International Economics senior researcher Jed Kolko will pay closer attention to the prices of core goods, such as cars, computers, dishwashers, and clothing, which may be where the impact of tariffs on prices is most pronounced. UBS economist Alan Detmeister said that significant inflationary increases may not be seen in the next month or several months. If there is still no price increase when the CPI data for September is released, it would be a significant surprise. However, if the CPI data for June does indeed rise, the market should also take a cautious approach and not overreact to any single-month fluctuations in macroeconomic data.