Four reasons to start worrying about inflation — the end of tariff refunds is one of them

What happened: Dennis DeBusschere of 22V Research said companies that used tariff refunds to ease cost pressures will increasingly pass those higher costs to consumers, one of four reasons to worry about inflation. Why it matters: The end of tariff refunds removes a buffer that had limited how much of those costs reached consumers, per the 22V Research view cited in the report.

Dennis DeBusschere of 22V Research said companies that used tariff refunds to ease cost pressures will increasingly pass those higher costs to consumers, one of four reasons to worry about inflation.

The end of tariff refunds removes a buffer that had limited how much of those costs reached consumers, per the 22V Research view cited in the report.