.-') _ .-') _ | |
( OO ) ) ( OO ) ) | |
.-----. ,--./ ,--,' ,--./ ,--,' | |
' .--./ | \ | |\ | \ | |\ | |
| |('-. | \| | )| \| | ) | |
/_) |OO )| . |/ | . |/ | |
|| |`-'| | |\ | | |\ | | |
(_' '--'\ | | \ | | | \ | | |
`-----' `--' `--' `--' `--' | |
lite.cnn.com - on gopher - inofficial | |
ARTICLE VIEW: | |
Wholesale inflation cooled in August as businesses absorb tariff costs | |
— for now | |
By Alicia Wallace, CNN | |
Updated: | |
10:32 AM EDT, Wed September 10, 2025 | |
Source: CNN | |
US inflation cooled off at the wholesale level in August, bolstering | |
hopes that high tariffs aren’t yet causing prices to spiral out of | |
control, fresh data showed Wednesday. | |
However, economists caution, the better-than-expected reading could be | |
a sign of a slowing economy and that shrinking businesses’ margins | |
could foretell higher prices for consumers in the near future. | |
Producer prices unexpectedly fell 0.1% in August, cooling annual | |
inflation to 2.6% from a , according to Bureau of Labor Statistics | |
data. | |
Helping to drive prices lower was a 1.7% drop in trade services, a | |
category reflective of changes in retailers and wholesalers’ gross | |
profit margins. | |
If margins are shrinking, it could be an indication that businesses are | |
using those to eat higher costs — such as those from steep tariffs | |
— and ultimately pass more of those costs to consumers or make | |
cutbacks elsewhere, economists have said. | |
The trade services category can be highly volatile; however, August’s | |
estimated drop is the biggest monthly decline in more than a year. (PPI | |
data is revised the following month as more comprehensive information | |
becomes available from businesses). | |
When excluding highly volatile components like trade services, as well | |
as food and energy, the underlying inflation trend appears less rosy: | |
Prices rose 0.3% from July and ticked up to 2.8% for the 12 months | |
ended in August. | |
Still, Wednesday’s report painted a picture of inflation not | |
drastically escalating at the wholesale level at a time when President | |
Donald Trump’s tariffs have settled in more firmly. The softer | |
wholesale inflation dynamic bolstered investors’ expectations that | |
the Federal Reserve will follow through cutting interest rates later | |
this month. | |
“The tariff effect is not boosting across-the-board price pressures | |
yet,” Christopher Rupkey, chief economist at FwdBonds, wrote | |
Wednesday in a note. “Economists will still caution markets that core | |
producer goods prices are rising significantly at the producer level, | |
so the country is not out of the woods from the inflation threat.” | |
“But the warnings are falling on deaf ears as far as investors are | |
concerned. As time goes on, one has to wonder if there are slow-growth | |
reasons and weak economic demand that is keeping inflation in check,” | |
he added. | |
Stocks were mixed. The Dow fell 65 points, or 0.14%. The S&P 500 and | |
Nasdaq each gained 0.4%. Treasury yields fell. | |
Economists were expecting that the overall PPI, which measures the | |
change in prices received by producers of goods and services, would | |
increase by 0.4% on a monthly basis and hold unchanged at the | |
previously estimated 3.3% from a year ago, according to FactSet | |
estimates. | |
Economists expected that a core measurement of PPI that excludes food | |
and energy would slightly increase on an annual basis. Wednesday’s | |
report showed that core PPI excluding food and energy (but still | |
including trade services) fell 0.1% and slowed to 2.8%. | |
Wholesale consumer durable goods prices increased by 0.3% for the | |
third consecutive month, a likely indication of tariff-related effects. | |
PPI serves as a potential bellwether for the prices consumers may see | |
in the months ahead. | |
“Producer prices for goods continue to rise steadily in response to | |
the tariffs,” Samuel Tombs, chief US economist at Pantheon | |
Macroeconomics, wrote Wednesday. “Commodity prices, however, are | |
flat, shipping costs have returned to their lowest levels since their | |
post-pandemic surge, and the dollar has held its value against other | |
currencies since June. So core goods PPI inflation should ease after | |
producers have finished passing on tariff costs in a few months’ | |
time.” | |
And for American consumers, prices have been rising faster than normal | |
in recent months as more businesses have started to pass along the | |
costs from steep import tariffs. Sharply rising goods prices have put | |
upward pressure on overall inflation. | |
To what extent that trend continued in August will be much clearer on | |
Thursday, when the BLS releases the latest Consumer Price Index data. | |
The most widely used inflation gauge is expected to show that prices | |
rose 0.3% in August, a faster monthly pace than the 0.2% rate in July | |
and that annual inflation would likely rise to 2.9%, its highest since | |
January. | |
<- back to index |