We updated the HBS tariff tracker through November 1.

Results remain stable: imported goods up 6.7 percent vs pre-tariff trends, domestic goods up 4 percent. The combined impact from these sectors is now estimated at 0.63 percentage points.

See www.pricinglab.org/tariff-trac...

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...

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

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...

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