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Bessent Signals Tariff Reinstatement by July as Companies Treat Duties as Permanent

A Federal Reserve study links the levies to higher goods inflation.

Overview

  • Treasury Secretary Scott Bessent said Tuesday that tariffs could return to prior levels by early July through new Section 301 investigations.
  • A 10% universal tariff under Section 122, which allows a temporary levy for up to 150 days, remains in place through July 24.
  • A Federal Reserve analysis finds tariffs raised core goods prices by 3.1% and explain the extra core goods inflation since January 2025.
  • Official trade data show the U.S. goods and services deficit for January and February fell 54.8% year over year.
  • A PwC survey reports 86% of U.S. executives now plan for tariffs as a permanent factor in pricing and supply chains.