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American importers and consumers bear the cost of 2025 tariffs: analysis

kielinstitut.de

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Re: American importers and consumers bear the cost of 2025 tariffs: analysis

#4

> Event studies around discrete tariff shocks on Brazil (50%) and India (25–50%) confirm: export prices did not decline. Trade volumes collapsed instead. What if that was the intended result?

your question implies that the person in charge of tariffs has any idea of the effect of using them...

Re: American importers and consumers bear the cost of 2025 tariffs: analysis

#5

> Event studies around discrete tariff shocks on Brazil (50%) and India (25–50%) confirm: export prices did not decline. Trade volumes collapsed instead. What if that was the intended result?

Then it was a big win for Putin and his agent in the White House.

Re: American importers and consumers bear the cost of 2025 tariffs: analysis

#8
We will see if SCOTUS majority decides tariffs are a tax or not and push the absurdity of their position even farther.

I fear that they already decided that issue when they chose not to intervene and now have the excuse of "lol well can't undo it now" ready to go.

Edit: It appears Trump & Co intend to replace SCOTUS if they lose the tariffs ruling ... https://www.nytimes.com/2026/01/19/us/politics/trump-tariffs...

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There does seem to be indications that the actual tariffs collected seems far lower than the actual tariffs promised, likely just half of what was promised:

https://www.nytimes.com/2026/01/03/business/economy/trump-ta...

Re: American importers and consumers bear the cost of 2025 tariffs: analysis

#9

This is the case with any tax, it's mostly paid by the consumer.

> This is the case with any tax, it's mostly paid by the consumer

Not true. Tax burdens can fall incredibly unequally depending on market dynamics.

Re: American importers and consumers bear the cost of 2025 tariffs: analysis

#10
post #5

> Event studies around discrete tariff shocks on Brazil (50%) and India (25–50%) confirm: export prices did not decline. Trade volumes collapsed instead. What if that was the intended result?

Then it was a big win for Putin and his agent in the White House.

Ive done a lot of analysis on the Trump as Putin agent topic. I found he nearly as often acts agents Russia as with. What's more likely is he treats Putin as an inspiration, wrt to converting the country to an oligarchy and offshoring national funds for himself.
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