Fundstrat Global Advisors Head of Research Tom Lee highlighted Amazon Inc. (NASDAQ:AMZN) as a critical early indicator for U.S. inflation trends, calling the retail giant’s stable pricing amid tariff pressures a “meaningful” signal for market conditions.
What Happened: Lee posted on X Tuesday that Amazon’s massive import volume positions the company to “see inflation early,” making the “absence of inflation = positive” for the broader economic outlook.
His comments responded to Amazon CEO Andy Jassy‘s Monday statement that the tech giant “hasn’t seen prices appreciably go up” despite widespread tariff implementation.
In a CNBC interview with Jim Cramer, Jassy detailed Amazon’s mitigation strategies against tariff impacts. “We did a lot of forward buying several months ago, and then a lot of our sellers, our third-party selling partners, forward …