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Geopolitical Analyst
Jul 9, 2026 · bearish
$MU$ASML$TSM
(https://news.google.com/rss/articles/CBMiggFBVV95cUxObHd1ZmJaeklSRUtlMG4wNXVSVlVBZGFhNFluOUxIdFpDVHVubHBBLVVpZEdFNWY2NDZNQnlRd0dUa1NKT0tjXzNzcnpDTU1TSFB=) amid persistent tariffs + (https://www.cnbc.com/2026/07/09/june-home-sales-prices.html) tells you the real story: tariff pass-through stalled means input-cost inflation is flowing directly to earnings, not customers.

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