Tariffs in the Data
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From CPI, note the CPI furniture and appliances category:
Search Results for: tariffs
Policy Uncertainty *before* 30% Tariffs on EU, Mexico … and Rosie O’Donnell
See here and here. Every morning I wake up, think I can’t see anything more crazy than what occurred yesterday, and then I check the news.
Tariffs and Consumer Prices at High Frequency
The recent undershooting of consensus CPI and PPI has been taken to mean that tariffs have not yet had an impact on prices (e.g., NYT). First, an interesting picture from Truflation:
50% Tariffs on the EU? Or, Wegovy for me, but not for thee?
Macro impact doesn’t seem large according to Yale Budget Lab, but I can hardly wait to see how much a 50% increase in Ozempic and Wegovy prices will go over with the public.
Guest Contribution: “China’s Electronics Exports, Tariffs, and Relocating Production to the U.S.”
Today, we’re fortunate to have Willem Thorbecke, Senior Fellow at Japan’s Research Institute of Economy, Trade and Industry (RIETI) as a guest contributor. The views expressed represent those of the author himself, and do not necessarily represent those of RIETI, or any other institutions the author is affiliated with.
Guest Contribution: “Steeling losses: sectoral strains from the return of tariffs on steel and aluminium”
Today we are fortunate to present a guest post written by Maria Grazia Attinasi, Lucas Boeckelmann, Rinalds Gerinovics, and Baptiste Meunier (all ECB). This column reflects the opinions of the authors and not necessarily those of the European Central Bank.
CROWE: “Will tariffs make Wisconsin rich?”
New working paper from Center for Research on the Wisconsin Economy, by Junjie Guo and Ananth Seshadri. Although they don’t give a one word answer, I’m pretty sure it would be “no”.
No Recession until 2025Q4 (Assuming Reciprocal Tariffs w/Retaliation) [graph corrected!]
And CBO’s January projection:
Manufacturing Productivity When Tariffs Last Bloomed
Going to be some outrageously crazy arguments about the merits of tariffs coming. Just to remind people, higher measured productivity is not one of the plausible outcomes.
Douglas Irwin in WSJ “‘Reciprocal’ Tariffs Make No Sense”
From WSJ today: