This pricer has seen too many pundits pontificating that the economy had adjusted to tariffs and we can see that because the stock market is back to where it was on April 2nd before President Trump announced his reciprocal tariffs on countries across the world.

I discuss the speed at which companies are actually adjusting to tariffs and how it will be 3-6 months before you can really expect to see the effect of tariffs on what’s on store shelves and price tags.

I also describe how companies are still in the process of figuring out what the full impact of tariffs is on their costs because there are many layers of suppliers many of whom have not yet responded to the tariffs.

This is a little closer to opinion journalism than most of the podcast episodes, and I’ll try to be back at the end of the week with another episode that has fun and interesting insights into pricing dynamics, but in the meantime, this is a pretty real view into the things that pricers and other people at the center of the tariff maelstrom are seeing.

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