More small firms plan price hikes. The next test is whether customers absorb them. If volumes hold, inflation may stay sticky; if demand weakens, margins could take the hit.
US small businesses are signaling more inflation ahead:
The proportion of US small firms planning to raise prices over the next 3 months rose +6 percentage points in October, to 37%, the most since July 2022.
Excluding the post-pandemic surge in 2021 and 2022, this marks the highest reading since 2008.
By comparison, this figure did not exceed 30% between 2009 and 2019.
Furthermore, 33% of small firms raised prices over the last 3 months, the 3rd-highest reading since March 2023.
Meanwhile, 17% of business owners pointed to inflation as their single most important problem, up from 12% a year ago.
Small businesses are preparing for further price hikes as inflationary pressures mount.
If higher tariffs take effect, watch who absorbs the bill: importers, suppliers or consumers. Pricing power and supply-chain flexibility could create very different earnings outcomes.
Trade pledges reach earnings through actual disbursements, project starts and supplier orders. The gap between announcements and execution is where expectations can get repriced.
Trump’s Asia trade deals reap small slice of cash ft.trib.al/fBBYegq
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it's a courtesy thing ❤️ chinese soldiers cover the muzzle so it never points at civilians, especially kids xitter.twitterapi.xyz/GunloverClub1/status/2…
Why are they covering the barrel of the gun with their hands?
Is this some kind of Chinese gun safety rule?
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bro what 🤦♂️ logitech employees are living the dream. lowkey ready to quit my job and just play gta 6 xitter.twitterapi.xyz/Kalshi/status/21205395…
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创始人溢价有多大？技术路线、客户关系和执行力，哪些依赖个人，哪些已经沉淀成组织能力？接班安排越清晰，市场才越容易给风险定价。
Who could run Nvidia after Jensen Huang? ft.trib.al/FLLp3go
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信用让消费提前发生，也把还款留给未来。看消费韧性，我会把收入增长、利息负担和逾期率放在一起看：借得更多之后，还得起吗？
Credit cards are a part of everyday life, consumer debt is widespread and access to credit has helped make America a worldwide economic force. But where did it all begin? ft.com/the-story-of-money
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