US Federal Reserve warns Trump's tariffs may increase prices

Published On Feb 19, 2025, 4:27 PM

The US Federal Reserve has warned that proposed tariffs by former President Donald Trump may lead to higher prices for American consumers. Minutes from the Fed's January meeting indicate that many members believe these tariffs could hinder the disinflation process, leading businesses to pass increased input costs onto shoppers. Additionally, the Fed is facing pressures regarding interest rate decisions amidst economic-policy uncertainty, with some members indicating that distinguishing permanent inflation changes from temporary ones may become challenging in the future.

Stock Forecasts

XLP

Positive

The warning regarding tariffs could lead to increased prices, potentially impacting consumer spending and overall economic growth. Investors may want to consider defensive stocks that historically perform well during periods of inflation, as well as sectors that can pass on costs to consumers.

Related News

Federal Reserve officials at a meeting last month pointed to rising risks that inflation could worsen, a key reason they kept their benchmark interest rate unchanged. According to minutes of the Jan. 28-29 meeting, which were released Wednesday, Fed officials said that President Donald Trump's proposed tariffs and mass deportations of migrants, as well as strong consumer spending, were factors that could push inflation higher this year. The Fed's 19 officials who participate in its interest-rate decisions indicated that “they would want to see further progress on inflation before making” any further cuts.

Top officials are grappling with how to handle potential price increases caused by the administration’s policies.

XLY
XLP

Stock futures hovered around baseline post-market close Thursday evening.

SPY
QQQ
XLP