albertocavallo.bsky.social
albertocavallo.bsky.social
@albertocavallo.bsky.social
I joined NPR's Planet Money with Kenny Malone to explain how tariffs are showing up in US retail prices. I come in at minute 18 🎧 Fun episode!
www.npr.org/2025/11/19/...
Days of our Tariffs : Planet Money
Tariffs. They’ve been announced, unannounced, re-announced, raised and lowered. It’s an on-going saga with billions at stake!On today’s episode, we run full-on at the twisty, turny drama of life with broad-based tariffs and tackle perhaps our most asked question: Are we, regular U.S. shoppers, feeling the tariffs yet? When we’re at the grocery store or the coffee shop, are we paying more for things because of the tariffs?We now have the data to get a very clear answer to that question. Plus, we hear a cautionary tale from our dear colleague James Sneed, who ordered a collectible doll and wound up with a surprise tariff bill at his door.Related episodes:Are Trump's tariffs legal? What is Temu?What "Made in China" actually meansPre-order the Planet Money book and get a free gift. /  Subscribe to Planet Money+Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.Facebook / Instagram / TikTok / Our weekly Newsletter.This episode was produced by Willa Rubin and edit
www.npr.org
November 19, 2025 at 3:43 PM
Huge congratulations to the PriceStats team and CEO Pilar Iglesias on the acquisition! 15 years of measuring inflation daily, in 25 countries, with only a 3-day lag — an extraordinary achievement that proved that inflation can be tracked in real time. 👏🎉
investors.statestreet.com/investor-ne...
State Street Acquires PriceStats, Global Leader in Inflation Analytics
State Street will leverage PriceStats to develop new, proprietary data products designed to accelerate investment decision making State Street Corporation (NYSE: STT) today announced the recent acquisition of its long-term partner, PriceStats, the leading provider of daily inflation statistics derived from digitally-sourced prices for millions of consumer products across the world. State Street PriceStats - US Daily Inflation Index and BLS US Consumer Price Index (monthly rate in %, 2022-2025) Founded in 2011, PriceStats’ proprietary methodology collects price data for millions of products sold by more than 1,500 retailers around the world, offering insights into inflation trends and purchasing power that complement traditional government indicators. Academic research has demonstrated that online prices provide an effective leading indicator and signal of inflation trends. The offering has been a foundational component of the State Street Markets research platform since 2011 and is
investors.statestreet.com
November 10, 2025 at 4:02 PM
Big update to our US Tariffs Paper:

📦 Pass-through ≈20% (using applied tariff rates, accounting for exemptions)
💸 “Cheapflation”: cheaper goods within categories saw 2× higher inflation
📈 Cumulative CPI impact: +0.7 percentage points

More details www.pricinglab.org/files/Track...
October 28, 2025 at 1:33 AM
New evidence from our Tariff Tracker suggests the 10% lumber and 25% wood furniture tariffs announced on September 29th are already affecting retail prices.

Update now includes data through October 3rd: www.pricinglab.org/tariff-tracker
October 8, 2025 at 2:22 AM
This summer I had the opportunity to deliver the keynote at the IMF's "From Micro to Macro" conference in Bogota, presenting evidence from our research on tariff pass-through to prices.

🎥 Video: www.imf.org/en/Videos/v...

📊 Updated data: pricinglab.org/tariff-tracker
October 3, 2025 at 4:27 PM
La inflación mensual de Argentina subió a 2.9% en septiembre según la medición de PriceStats.

Argentina’s monthly inflation rose to 2.9% in September according to PriceStats.
October 2, 2025 at 3:33 PM
New update to our tariff tracker 📊 with data through Sept 8.
We added charts so you can see the impact on more detailed sectors like ☕ coffee and 🛠 appliances
See www.pricinglab.org/tariff-trac...
September 15, 2025 at 2:38 PM
Are Tariffs Raising U.S. Retail Prices? econofact.org/are-tariffs... via @econofactorg with @paollamas_ and @VazquezFrancom
Are Tariffs Raising U.S. Retail Prices? | Econofact
Prices of over 350,000 products at major U.S. retailers show a slow and gradual pass-through of tariffs to consumers. Both imports and U.S.-made goods are affected.
econofact.org
September 10, 2025 at 5:18 PM
With tariff uncertainty rising, prices for imports and domestic goods remained steady in August. See the latest results 👉 pricinglab.org/tariff-tracker
September 1, 2025 at 4:27 AM
US tariffs update: Imported goods cost 5% more, domestic goods 3% more than pre-tariff trends predicted. Data now runs through Aug 8 — and we push the history back to Jan 1, 2024 (Appendix), showing a full year of stability before tariffs broke the trend. pricinglab.org/tariff-tracker
August 19, 2025 at 2:58 AM
At the end of Feb—coinciding with the first tariffs—the US saw a broad inflation turning point: >75% of ex-shelter CPI weights broke trend. These shifts show breadth, not size—and are hidden in aggregates.
🔗 www.nber.org/papers/w34102
Turning Points in Inflation: A Structural Breaks Approach with Micro Data
www.nber.org
August 11, 2025 at 7:05 PM
Argentina’s experience with manipulation of economic data has reverberated in the U.S. since Trump fired the Bureau of Labor Statistics commissioner, accusing the agency of rigging jobs figures www.wsj.com/economy/tru... via @WSJ
August 10, 2025 at 7:49 PM
Great to join NPR Planet Money's latest episode. I talked about Argentina's manipulation of inflation data in 2007, and George Papaconstantinou shared Greece's story --showing that when people lose trust in public data, it is very hard to win it back.

www.npr.org/transcripts/...
August 10, 2025 at 2:12 AM