UBS
June 25, 2026
US Economic Perspectives: Small inflation impact from Apple price hikes
Macro ThematicMacro Economic IndicatorsInformation Technology
UBS estimates that Apple's 19% average product price hike will add approximately 0.02 percentage points to PCE inflation, distributed across the June, July, and August CPI reports.
Key Takeaways
- 1.Apple's recent 19% logarithmic average price increase on products is expected to have a marginal impact on US inflation metrics.
- 2.The inflationary impact will be distributed across the June, July, and August CPI prints due to the timing of price collections.
Table of Contents
- US Economic Perspectives
- Small inflation impact from Apple price hikes
- The impact will spread across June, July, and August CPIs
- The larger question is will others follow suit; We have not raised our forecast
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Authors
Alan DetmeisterJonathan PingleAbigail WattAmanda WilcoxJalen Nichols
Securities
Apple Inc
Themes
Consumer Pricing TrendsInflationary Pressures
Regions
North AmericaUnited States
