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Surprise! You literally owe the tariffs

1. Unexpected tariffs are surprising online shoppers in the U.S. 2. Consumers face high bills for returns due to import duties. 3. Many e-commerce items are subject to higher tariffs from China. 4. Logistics companies promptly charge consumers for unpaid duties. 5. Sellers often don't disclose tariff costs, shocking customers.

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FAQ

Why Bearish?

Higher tariffs could increase retail prices, affecting consumer spending and S&P 500 earnings.

How important is it?

Tariff increases affect consumer behavior, which can impact S&P 500 companies reliant on retail sales.

Why Short Term?

Immediate consumer reactions to increased costs may impact retail stocks soon.

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