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Timely insights from the Economy, Strategy & Finance Center
The June CPI report clearly indicated a passthrough of tariffs imposed earlier this year into select categories of consumer goods, suggesting inflation may stay elevated over the remainder of the year. Additional tariffs due in August would filter into consumer inflation going into the holiday season, posing risks of a significant slowdown in growth by year-end. Disinflation in services continued to provide an offset to goods inflation with consumers shying away from more discretionary purchases.
Figure 1. Services Disinflation Offsets Rising Goods Inflation
Sources: Bureau of Labor Statistics, Haver Analytics, The Conference Board.
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Note: Due to the US federal government shutdown, all further releases for The Conference Board Employment Trends Index™ (ETI), The Conference Board-Lightcast Help Wanted OnLine® Index (HWOL Index), The Conference Board Leading Economic Index® of the US (US LEI) and The Conference Board Global Leading Economic Index® (Global LEI) data may be delayed. TCB will resume publication once updated US federal government data are released.
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