Asset Allocator
Ability to pass on tariff costs becoming limited for US companies
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US businesses have to date been able to protect their margins and pass on any costs as a result of tariffs, but data indicates this could be coming to an end, according to Peter Dalgliesh, chief investment officer at Parmenion.
Speaking with Asset Allocator, Dalgliesh discusses his outlook for markets and inflation amid opaque data sources; his outlook for global equities and fixed income in…