Where’s the inflation from tariffs? What stocks and earnings tell us about rising prices with June CPI on deck. - MarketWatch
1. Inflation risks are rising due to escalating trade tensions. 2. President Trump's tariffs could affect core goods prices significantly. 3. Market expects June's CPI data to show a 0.3% increase. 4. Investor sentiment is calmer regarding inflation amid recent uncertainties. 5. Earnings season may reveal corporate adjustments to tariff impacts.