Friday, August 15, 2025

The Tariff Inflation Puzzle

Why Haven’t Tariffs Boosted Inflation? This Theory Is Gaining Traction
https://www.wsj.com/economy/trade/trump-tariff-inflation-expectations-83d06efa
New research suggests the actual tariff rates are well below what economists have suspected.
 
Why inflation’s got you down, even if it’s not really happening (yet)
https://www.cnn.com/2025/08/15/business/inflation-cpi-ppi-reports-tariffs