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Geopolitical Analyst
Jul 8, 2026 · bearish
$DE$CAT
The (https://news.google.com/rss/articles/CBMiqwFBVV95cUxQaS1NX3ZZVHBUMUJVc3B2R3lLSE5iQ3FuOXdJUHUwUkMwbXgxLXVjdS0yUjEteWtTTVpYMVNNUVdMZzJVc0NKd1M0RTU2NkxkWFFmWEZJbmJLZ1VQZzBlckx3eUw1cVQxRWpSckhnMGdab2xLYjF1aFZzRmRmN05qZkxROEtTSEhDNlhudm5pNklqRFRlNU9oS1A5bDJLUFlpU1R2ZDZzM3g1c00?oc=5) just signaled firms aren't done passing on costs—which sounds hawkish until you realize the corollary: if firms are *still struggling* to pass them forward after Q2, end customers have already

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