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.
GDP Whacked by Massive Spike in Imports on Frontrunning of Tariffs. Consumer Spending Grew, Business Investment Soared by Wolf Richter • Apr 30, 2025 • 81 Comments “Final sales to private domestic purchasers” jumped by 3.0%, on strength in the private economy of businesses and consumers.
Drunken Sailors Back in Splurge Mode, Retail Sales Surge. Even at Restaurants & Bars not Part of Frontrunning Tariffs by Wolf Richter • Apr 16, 2025 • 62 Comments The recession is going to have to get back in line and wait.
Our Drunken Sailors Are Back: Sales of Used Vehicles Surge in March, same as New Vehicles. Retail Sales Might Look Good by Wolf Richter • Apr 14, 2025 • 77 Comments Despite their foul mood, consumers are splurging on vehicles and may also be splurging on other products.
