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

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

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.

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...

Are Tariffs Raising U.S. Retail Prices? econofact.org/are-tariffs... via @econofactorg with @paollamas_ and @VazquezFrancom

With tariff uncertainty rising, prices for imports and domestic goods remained steady in August. See the latest results 👉 pricinglab.org/tariff-tracker

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

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

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

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/...