Still Paying Tariffs 8/11/26

The segment discusses how tariffs continue to affect the U.S. economy, with costs flowing through importers, wholesalers, retailers, and ultimately consumers. Apollo Global Economist Torsten Slok highlights a survey showing half of companies still have more tariff costs to pass on, indicating that delayed pass-through will keep inflation elevated alongside rising energy prices. - Tariffs are paid by American importers and passed down to consumers. - 50% of surveyed companies have not fully passed through tariff costs yet. - More price increases are expected as firms recoup those costs. - Delayed tariff effects are adding to inflation, not just energy prices. - Inflation risks remain persistent for the foreseeable future.