How Tariffs and Inflation Are Shaping the Retail Economy

ABOUT THE EPISODE Gideon Bornstein, Assistant Professor of Finance at the Wharton School, analyzes how ongoing tariffs and economic uncertainty are affecting the U.S. retail sector. They discuss flat retail sales in April, low consumer confidence and expectations, strategies retailers use to absorb tariff costs, and the influence of shifting U.S. trade policy on supply chains and pricing. They also talk about inflation trends, employment risks, and how these factors guide macroeconomic outlooks and Federal Reserve decisions.

ABOUT THE PODCAST The Wharton Business Daily podcast features interviews with top business leaders, innovators, and renowned Wharton faculty about the latest news, fascinating trends, and issues impacting both consumers and the business world. Episodes are recorded at the Wharton School.

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