@albertocavallo.bsky.social
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This summer I had the opportunity to deliver the keynote at the IMF's "From Micro to Macro" conference in Bogota, presenting evidence from our research on tariff pass-through to prices. 🎥 Video:
www.imf.org/en/Videos/v...
📊 Updated data:
pricinglab.org/tariff-tracker
4 days ago
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La inflación mensual de Argentina subió a 2.9% en septiembre según la medición de PriceStats. Argentina’s monthly inflation rose to 2.9% in September according to PriceStats.
5 days ago
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New update to our tariff tracker 📊 with data through Sept 8. We added charts so you can see the impact on more detailed sectors like ☕ coffee and 🛠 appliances See
www.pricinglab.org/tariff-trac...
22 days ago
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Are Tariffs Raising U.S. Retail Prices?
econofact.org/are-tariffs...
via @econofactorg with @paollamas_ and @VazquezFrancom
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Are Tariffs Raising U.S. Retail Prices? | Econofact
Prices of over 350,000 products at major U.S. retailers show a slow and gradual pass-through of tariffs to consumers. Both imports and U.S.-made goods are affected.
https://econofact.org/are-tariffs-raising-u-s-retail-prices
27 days ago
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With tariff uncertainty rising, prices for imports and domestic goods remained steady in August. See the latest results 👉
pricinglab.org/tariff-tracker
about 1 month ago
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US tariffs update: Imported goods cost 5% more, domestic goods 3% more than pre-tariff trends predicted. Data now runs through Aug 8 — and we push the history back to Jan 1, 2024 (Appendix), showing a full year of stability before tariffs broke the trend.
pricinglab.org/tariff-tracker
about 2 months ago
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At the end of Feb—coinciding with the first tariffs—the US saw a broad inflation turning point: >75% of ex-shelter CPI weights broke trend. These shifts show breadth, not size—and are hidden in aggregates. 🔗
www.nber.org/papers/w34102
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Turning Points in Inflation: A Structural Breaks Approach with Micro Data
https://www.nber.org/papers/w34102
about 2 months ago
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Argentina’s experience with manipulation of economic data has reverberated in the U.S. since Trump fired the Bureau of Labor Statistics commissioner, accusing the agency of rigging jobs figures
www.wsj.com/economy/tru...
via @WSJ
about 2 months ago
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Great to join NPR Planet Money's latest episode. I talked about Argentina's manipulation of inflation data in 2007, and George Papaconstantinou shared Greece's story --showing that when people lose trust in public data, it is very hard to win it back.
www.npr.org/transcripts/...
add a skeleton here at some point
about 2 months ago
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