U.S. stock market anomaly | Target (TGT.US) up more than 3% Barclays: Expecting the U.S. retail industry to begin raising prices across the board starting in July.

According to the Securities Times APP, on Thursday, Target (TGT.US) rose more than 3% to $105.95. Barclays cited NLP analysis and frontline market intelligence, stating that US retailers will start a large-scale price increase from early July, focusing on back-to-school shopping season. The report pointed out that goods subject to a 30% higher tariff will arrive at US ports by the end of June or early July, and will start entering stores during the back-to-school season at the end of July, therefore the broader tariff-related price increase effects will start to appear from June to July. This will drive inflation to rise in the second half of this year. Barclays stated that although the CPI data for May showed mild performance, the price transmission effects caused by tariffs will soon be evident, and core CPI is expected to rise to 3.6% due to tariffs.