As the August 14 deadline approaches for the US temporary tariff pause, international companies are recalibrating strategies amid rising trade tensions. A new Allianz Trade survey reveals 50% of US firms plan to pass tariff costs to consumers, signaling potential inflationary pressures.
Walmart's recent disclosure about struggling to absorb tariff-related expenses underscores broader corporate challenges. The 'boomerang effect' of US trade policies is accelerating supply chain diversification, with businesses exploring alternative manufacturing hubs in Southeast Asia and South America to mitigate risks.
Analysts suggest the tariff uncertainty could reshape global trade patterns long-term, particularly in technology and consumer goods sectors. As negotiations continue, market watchers await clarity on whether the 90-day pause will be extended or trigger new economic headwinds.
