Bad News For Consumers: Here's Why An Economist Predicts Even Higher Prices After Tariff Refunds

An economist cited in Forbes warns that consumer prices could rise further despite recent tariff refunds, as companies may retain the refunded costs rather than pass savings to consumers. The transmission mechanism centers on pricing power and input cost repricing, where firms leverage improved margins from tariff relief to offset other inflationary pressures rather than reduce prices. This dynamic particularly affects consumer discretionary stocks, retail bonds, and import-dependent supply chains, where margin sustainability is under scrutiny. Traders will watch upcoming PPI and CPI data for signs of persistent core goods inflation, which could reinforce expectations of delayed disinflation in the broader economy.

HIGH-impact news is typically a market-moving event with multi-pip or multi-percent intraday reactions. Examples include central bank rate decisions, major CPI/NFP releases, geopolitical shocks, mega-cap earnings beats/misses, and regulatory announcements. Traders typically position-reduce or hedge ahead of scheduled HIGH-impact events, and follow the wire in real time to react to unscheduled ones (war headlines, central-bank emergency statements, surprise corporate actions). The Trading News Terminal squawk box reads every HIGH-impact headline aloud the moment it hits the wire — so active traders don't have to stare at the feed.

Active traders typically follow a three-step workflow when a market-moving headline hits the wire: (1) read the headline on the terminal or hear it on the squawk box; (2) assess whether the news is already priced in (by checking intraday price action in the seconds before) or whether it's genuinely new information; (3) act — either entering a breakout position, fading an overreaction, or tightening stops on existing trades. Trading News Terminal's Pro plan delivers wire-grade headlines within seconds of the source, with automatic audio squawk on every HIGH-impact event, so the read-assess-act cycle never waits on a refresh button.