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Impact of Tariffs on Inflation - The Big Picture
ritholtz.com/2025/07/muted-impact-tariffs
I wanted to drop a quick note about recent CPI data and how tariffs are impoacting inflation. There is a fundamental misunderstanding (aka political spin) about this.
It won’t take very much math to put the effect of tariffs into a broader context.
The United States is a ~$30 trillion…
This story appeared on ritholtz.com, 2025-07-17 19:33:06.916000.