- The impact of tariffs will depend on who bears their cost, says Jeff Klingelhofer, managing director at Aristotle Pacific—but it doesn’t have to be the consumer, who is “tapped out.” Corporations can better handle an import tax hit because margins “have never been higher,” he says.
With U.S.-China talks ending in essentially a tariff stasis, investors are once again looking at the economy to figure out just how much of a shock the tariffs are going to be.
