According to Goldman Sachs research:

Our estimates imply that US consumers had absorbed 22% of tariff costs through June but that their share will likely rise to 67% by October if the later tariffs have the same impact over time as the earliest tariffs

Not sure how recent announcements and rate changes may impact this, but it doesn’t bode well for Q4 and already meh consumer confidence indices.

via CNBC

side note: I can’t find the original research/note from GS and it’s annoying me