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cover of episode Tariff-driven price bloat hasn't arrived just yet

Tariff-driven price bloat hasn't arrived just yet

2025/6/11
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Marketplace
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The Consumer Price Index for May 2025 rose by 0.1% from April and 2.4% year-over-year. While tariffs on goods from China have been implemented, their impact on consumer prices is complex. Some retailers stockpiled goods before tariffs hit, and others have had to raise prices, like on bananas. Tariffs have cost Equal Exchange $250,000 in eight weeks.
  • The Consumer Price Index for May 2025 increased by 0.1% from April and 2.4% from May 2024.
  • Coffee prices rose by 1% in May, while banana prices increased by over 3% due to tariffs.
  • Major appliances saw a price increase of almost 4.5% in May due to China tariffs implemented in February.
  • Tariffs have cost Equal Exchange $250,000 in eight weeks.

Shownotes Transcript

Prices rose 0.1% in May, according to the latest consumer price index — that’s less than some analysts anticipated. It seems tariffs haven’t quite hit consumers’ wallets yet. We’ll explain what might be going on. Later in the episode: Retailers have cut close to 76,000 jobs so far this year, a 274% increase from the same period in 2025, and Kai and Nela visit a truss manufacturer juggling H2-B visas, automation and tariffs.

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