Tariff Cash Is Rolling In, Hits $28 Billion in July by Wolf Richter • Aug 2, 2025 • 177 Comments At this pace, tariffs will raise an additional $230 billion in corporate taxes a year. US nonfinancial corporate profits spiked to $3 trillion a year.
PCE Inflation Accelerates in Services and Goods. What Powell Is Waiting For by Wolf Richter • Jul 31, 2025 • 91 Comments Not everything rose. Prices fell for new vehicles, auto parts, auto accessories, and phones.
GM Ate $1.1 Billion in Tariffs in Q2, Will “Likely” Eat More in Q3, Shifts Production to the US to Cut Costs, and Has Cash Left Over to Waste on Share Buybacks by Wolf Richter • Jul 22, 2025 • 99 Comments Good news for the US economy, but not for the stock; shares tanked 8%.
Tariff Cash Is Rolling In: June’s Record Take Spikes by $20.5 Billion Year-over-Year by Wolf Richter • Jul 1, 2025 • 73 Comments Businesses have been paying them out of their huge profits and have not been able to pass them on to consumers so far.
PCE Inflation Accelerates. But Tariffs Haven’t Shown Up Yet: Why the Fed Is in Wait-and-See Mode by Wolf Richter • Jun 27, 2025 • 71 Comments The 6-month PCE price index accelerated to 2.8% annualized, despite dropping energy prices. It’s been 2.7% to 3.3% in 2025, sharply higher than in the 2nd half of 2024.
The Corporate-Profit Explosion Stalls in Q1, on the Eve of the New Tariffs by Wolf Richter • Jun 26, 2025 • 62 Comments In some industries, profits surged. In others, profits sagged. By major industry.
Despite Tesla’s Sales Drop, Total EV Penetration in the US Rises to Record 9.8%: BY Model & USA-Made Content by Wolf Richter • Jun 10, 2025 • 42 Comments Tariffs don’t apply to USA-made content. Some EVs are mostly made in the USA, others are mostly made in foreign countries.
Revenues from Tariffs Spiked to $23 Billion in May, up by 168% in 3 Months by Wolf Richter • Jun 2, 2025 • 88 Comments It’s not nothing: At this pace, tariffs would raise receipts from corporate taxes by 39%, but would make only a dent into the huge US deficit.
I’ve Been Screaming about Rising Used-Vehicle Prices since Aug 2024 (and No One Paid Attention) but Suddenly It’s the Tariffs? by Wolf Richter • May 7, 2025 • 75 Comments The issue has been tight used-vehicle inventory due to reduced influx of 2021/2022 model years after the new-vehicle shortages at the time.
Tariffs Start Washing into the Government Checking Account by Wolf Richter • May 2, 2025 • 164 Comments The cashflow of Customs and Excise Taxes has nearly doubled in two months.
