The 15-20% tariff currently in place is translating into an abrupt ~2% of GDP tax hike on the US economy. While it can be absorbed for a short time, if these tariffs stick, it's far from priced in.
Strong take, Bob. At IntelliSell, we’re already seeing the impact of these high tariffs ripple across SME manufacturing—reshoring is accelerating, but so are short-term margin pressures and inventory mismatches. The policy may be long-term strategic, but the pain for mid-market operators is immediate. Appreciate you covering it with nuance.
Its interesting that businesses are noting price pressures, but so far little pressures on consumers. The margin compression can only last for so long, particularly if inventories get drawn down.
Strong take, Bob. At IntelliSell, we’re already seeing the impact of these high tariffs ripple across SME manufacturing—reshoring is accelerating, but so are short-term margin pressures and inventory mismatches. The policy may be long-term strategic, but the pain for mid-market operators is immediate. Appreciate you covering it with nuance.
Its interesting that businesses are noting price pressures, but so far little pressures on consumers. The margin compression can only last for so long, particularly if inventories get drawn down.