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Fed study finds Trump tariffs in 2025 caused a direct, full pass-through inflation spike in U.S. core goods prices.

Market News
10 Apr 2026
Rishabh Mishra
View Source
Bearish
pluang ai news

A Federal Reserve study reveals that tariffs imposed in 2025 under President Trump caused a 3.1% rise in core goods prices through early 2026, fully passed on to consumers dollar-for-dollar. This surge explains all excess inflation in core goods since pre-pandemic times, adding 0.8% to the broader core PCE inflation metric favored by the Fed. The study notes that a tariff cut on China in late 2025 helped mitigate even higher inflation. With the tariff impact now fully reflected in prices, core goods inflation is expected to normalize soon if no new trade shocks occur.

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Reactive hot melt adhesives market to reach $4.29B by 2035, driven by automotive and furniture demand.

Reactive hot melt adhesives market to reach $4.29B by 2035, driven by automotive and furniture demand.

The global reactive hot melt adhesives market is projected to grow from $2.02 billion in 2025 to $4.29 billion by 2035, at a CAGR of 7.72%. Growth is driven by regulations limiting solvent-based adhesives, increased use of polyurethane adhesives in a...

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Global automotive microcontrollers market to reach $34.31B by 2035, driven by ADAS, electrification, and software-defined vehicles.

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The global automotive microcontrollers market is projected to grow from USD 15.49 billion in 2025 to USD 34.31 billion by 2035, at a CAGR of 8.28%. Growth is fueled by increasing adoption of advanced driver-assistance systems (ADAS), vehicle electrif...

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CHARBONE expands helium fleet amid global shortages, boosting North American supply and customer base.

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CHARBONE Corporation has increased its helium delivery fleet from one to five units to meet rising demand caused by global helium supply disruptions, notably from Qatar. This expansion supports North American customers in sectors like semiconductors ...

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Citi initiates buy on Hikma Pharmaceuticals with a £17 target, citing strategic reset and growth potential.

Citi initiates buy on Hikma Pharmaceuticals with a £17 target, citing strategic reset and growth potential.

Citi has started coverage of Hikma Pharmaceuticals with a 'buy' rating and a £17 price target, highlighting the company's strategic shift towards differentiated products and US manufacturing investments. The broker sees a 14% potential share price re...

Analyst Insights
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Xenon Pharmaceuticals advances with strong Phase 3 epilepsy data, eyeing NDA filing in 2026.

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Xenon Pharmaceuticals is evolving into a late-stage, cash-rich neuroscience company with a validated Kv7 potassium channel platform. Its lead drug candidate, azetukalner, has shown strong effectiveness in treating refractory focal onset seizures and ...

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