67 PERCENT....PASS THRU TO PURCHASERS

fee.org/articles/the-tariff-vindication-that-still-isnt/


Goldman Sachs and the Council on Foreign Relations tracked the evolution over just this administration. Their findings are stunning: In June, US businesses absorbed about 64 percent of the tariff costs, American consumers about 22 percent, and foreign exporters about 14 percent in the form of reduced profits. Just four months later, American businesses absorbed just 27 percent, while American consumers absorbed 55 percent and exporters absorbed 18 percent. Projections for 2026 continue the trend with consumers absorbing 67 percent, exporters 25 percent, and importers just 8 percent.

The logic behind this is simple and has been echoed by President Trump and Scott Bessent themselves. In the initial months following Liberation Day, American importers could not quickly shift to alternative suppliers, giving them little leverage to demand price cuts from existing foreign vendors. Many American importers also believed (or hoped?) that the tariffs were simply a negotiating tool that would be bargained away. Having built up inventories before April, they were able to avoid raising consumer prices, with the belief that the “temporary pains would be worth the long term gains.”

That’s no longer the case. As the BLS notes in its latest import price index report, the price of imports has barely changed. This matters because US importers, not foreign sellers, are legally required to write the tariff check. American buyers pay the foreign company’s price, then pay the tariff on top of it. If foreigners were truly absorbing the tariffs, they’d have to lower their prices to compensate, and we would see a decrease in the import price index. We haven’t. The index is flat, which is evidence that the burden of the tariff is, as economists warned, being paid disproportionately by Americans in one form or another. As the Council on Foreign Relations analysis points out, by October, importers have “had time to seek alternative suppliers, giving them a bit more negotiating leverage.” More importantly, the “trade deals” that the administration has inked have made it clear that substantially higher tariffs are here to stay. All of this gives importers and retailers good reason to continue passing more of the costs along to consumers.

We are already seeing evidence of this happening. The Federal Reserve Bank of Boston’s survey


AND U STATE MY FORWARD THINKING IS F.U.........THE NUMBER 67 'WAS' A MEANINGLESS MIME....NOW IT IS A STATISTICAL FACT

You can post all the reports you want... whatever makes you feel good. However, isn't it important to look at actual prices that you and I are paying? Your posts leave out so many factors, like the trillions of dollars that are coming into this country through capital investments. With all your gloom and doom predictions, why isn't inflation going up instead of going down?

I just looked at my inventory purchases today compared to last year... my costs have not increased and some products have actually gone down.

THE FIRST WEEK OF 2026 HAS NOT EVEN PASSED....COME BACK TO ME IN MID YEAR,LET'S SEE YOUR P AND L.......IF IT LOOKS THE SAME ...GOOD ON U,I DO NOT SEE THAT AS A REALISTIC
EXPECTATION BY JULY 4TH...OUR COUNTRY BIRTHDATE.....AND YES THERE IS A NATAL CHART FOR THE USA.

It would be educational (for you), to review your predictions and worries from last year...

homeagain wrote:
PAY ATTENTION....PREPARE FOR THE PROBABLE RECESSION....MOTTO, HOPE FOR THE BEST...PREPARE FOR THE WORST

mymountaintown.com/forum/6-the-courthous...ion-territory#412212

homeagain wrote:
AND IT'S OFF AND RUNNING....RAISING PRICES,RISKING RECESSION,AND REALLY FUBARED

mymountaintown.com/forum/6-the-courthous...nter-measures#412194

homeagain wrote: .FOR EVERY ACTION THERE IS A PRICE....THE COST OF A RECESSION WILL BE ASTRONOMICAL......BUT HEY, 'ONLY I CAN FIX IT'....I CAN'T WAIT FOR THE REVOLT OF RESENTFUL AND ROYALLY PISSED PEOPLE.

mymountaintown.com/forum/6-the-courthous...ts-continuing#412135

homeagain wrote: HE WILL BRING THIS COUNTRY TO IT'S KNEES....DOUBLING THE TARIFFS ON CANADA ....A BLUFF? WE SHALL SEE.... CONNECTING THE DOTS....RECESSION IS RAPIDLY BECOMING A REALITY.....BUT U THINK "THE PLAN" IS PERFECT AND ALL WILL BE MADE RIGHT...WHAT A FRIGGIN JOKE....GOOD LUCK WITH THAT FORWARD THINKING THOUGHT

mymountaintown.com/forum/6-the-courthous...-wsj-wisdom?start=20

homeagain wrote:

REMEMBER WHEN I STATED END OF Q1 WILL BE THE GENESIS OF THE FUBAR.....I AM POSTING THE PERTINENT INFORMATION THAT CONNECTS THE DOTS FOR THAT STATEMENT........AND THERE IS SILENCE FROM THE COLLECTIVE....I WONDER WHY? YA, I KNOW
U THINK I AM TDS....BUT HEY, WHERE THERE IS SMOKE THERE IS FIRE, WE R ENGULFED IN A RAGING RACE TO THE BOTTOM....REMEMBER WHEN I STATED BY MY B DAY IN MAY?.......WATCH WHAT HAPPENS.....ALL OF THE ACTIONS TAKEN WILL BE DISASTROUS FOR THIS COUNTRY. THE DUO WILL HAVE DYNAMITED THEIR WAY TO THE DEPTHS OF HELL. WELCOME TO THE INFERNO

mymountaintown.com/forum/6-the-courthous...-mess-emerges#412010

homeagain wrote:
CAN U SAY RECESSION, IN SAY OH ABOUT .SEVERAL MONTHS.....WAIT FOR IT.....( u think I'm blowing smoke,but everything is LINING OUT TO A DEVASTATING YEAR, IN INCREMENTS...U JUST HAVE TO CONNECT THE DOTS.)

mymountaintown.com/forum/6-the-courthous...debt-debacale#411471

This one isn't economy related, but very relevant due to current events...

homeagain wrote:
THE BLIND FAITH....that bolded will occur is amusing at best, do u REALLY think the CARTELS will
cease the illegal flow, what they will do is FIND ANOTHER PATH,CARTELS R STREET WISE AND RUTHLESS....TRUMP IS RUTHLESS, BUT NOT STREETWISE....AMERICANS NEED THEIR FIX
AND THAT WILL BE SATISFIED, IN ONE WAY OR ANOTHER...TRUMP THINKING HE CAN OUTWIT THE CARTELS IS SO VERY LAUGHABLE. we have been battling drug trade for decades and the end result is....cartels win, because Americans r so dysfunctional that they REQUIRE a high to deal; with life.

mymountaintown.com/forum/6-the-courthous...as-i-stated?start=10
It appears that Maduro's cartel just took a pretty big loss

homeagain wrote: www.marketwatch.com/story/jpmorgan-says-...-unfriendly-e721011d


NOT JMO......
The announced tariffs are “not only larger but different in nature [from] the actions incorporated in our baseline forecast,” said Kasman. With large tariffs concentrated on the U.S.’s neighbors, the resulting negative supply shock will likely have “far bigger spillovers to the U.S.” That’s in addition to surging costs for moving goods across borders, depressing North American business sentiment, another thing economic models can’t capture.

The bank also discussed unintended consequences, such as fallout from deporting a million people in the U.S. and a slowing inflow of new immigrants. Deportations are seen knocking 0.5% off GDP by 2026, but the shock could be magnified due to the sectors affected — agriculture, hospitality and construction and a tighter U.S. labor market, said the economists.

THE GURU'S HAVE CONNECTED THE DOTS....'unintended consequences

There you go, trusting your brilliant "Gurus" that got it wrong, again.
mymountaintown.com/forum/6-the-courthous...iation-begins#411061
This one was entertaining... what happened to Trudeau?

homeagain wrote: www.reuters.com/world/americas/canadas-t...-tariffs-2025-02-02/


listen AND LISTEN WELL...TRUDEAU,LIVE ON TV DISCUSSION YOUR FUTURE......wake up and smell the stench of stupidity by mob boss....HE DOES NOT INTEND TO MAKE AMERICA GREAT AGAIN, HIS INTENT IS TO CONQUER AND RULE.....if u have any doubts....watch what happens in the next few months, by May ALL WILL BE FUBARED.

not just my opinion

mymountaintown.com/forum/6-the-courthous...mes-back-at-u#411064

homeagain wrote: www.nbcnews.com/politics/donald-trump/li...e-updates-rcna190144

Trump acknowledges there may 'be some pain' with tariffs



In a post on TruthSocial this morning, Trump defended the tariffs he imposed yesterday on Mexico, China and Canada, calling critics the "tariff lobby."

He accused the three countries of participating in a "decades long RIPOFF OF AMERICA, both with regard to TRADE, CRIME, AND POISONOUS DRUGS."

Still, the president in his post questioned in al


Notice THE ALL CAPS TRUMPS USES WHEN HE STATES THERE WILL BE PAIN.....this is not pain, this is a global blood bath...AND U R GOING TO PAY IN BLOOD.....(the time has come for a push back, because THIS action by your almighty mobster is "war" on weary consumers and the world., u have NOT SEEN the worst....wait for it.... (does that sound familiar?).......just maybe some minds will wake up....(hopeful, but not holdimg my breath0

mymountaintown.com/forum/6-the-courthous...iation-begins#411061

I really could do this all day...

WSJ: Vietnam is loving the tariffs. Because their tariffs are much lower than the tariffs China has to pay, so many American companies are moving production there and also Mexico.

These tariffs are not one price across the board. Trump is wielding them like a weapon. And China currently has both barrels pointed at their stagnant economy.

Expect Trump to still play with tariffs to get what he wants. Pasta tariffs on Italy just fell. Wonder what Meloni gave up in return?

And now with cheaper oil and gas on the way, this should muffle the tariff price hikes. If the price to fill your tank is halved, you have more money in your pocket.

Trump is also working on lowering the value of the USD. This makes our exports cheaper...and imports more expensive. This hurts China too. Already their economy is in deflation mode. They will have to lower prices even more to keep their market share in America.

Lowering energy prices not only means our gasoline and diesel will be cheaper, it means that the moving of products will be cheaper as well as the manufacturing of those products. People like HA don't want to acknowledge common sense... their denial of the facts only makes it more clear that their hatred of one man "trumps" common sense, logic, and their own personal benefit from lower fuel prices.

Bidenflation raised prices by over 20% in four years.

Now we are seeing gasoline selling for less than it was during Trump's first term if you factor in inflation.

This is a big deal!

Like you said, this Lowers costs at every level of the production and transit process.

I remember paying $0.69 for gasoline in the 80's, cheapest I ever paid. It is literally cheaper than that at $1.94 the last time I filled up.

The Economist magazine made a prediction four decades ago that cheap energy was a thing of the past and oil would never fall below $100 a barrel. They were so wrong! Now we are looking at $50 a barrel, four decades ago that would have been $15 oil.

Technology is amazing! Plus it helps that both Russia, Iran, and Venezuela are broke and trying to pump as fast as they can.

Will Trump placate his oilman friends and destroy oil production sites in Iran to "help the Iranian resistance". Israel might help on that front.