Recently, a research institution compiled a set of data, and after looking at it, it was quite eye-opening. From January last year to November this year, who mainly footed the bill for U.S. tariffs? Basically, domestic consumers and importers bore 96% of the costs. In comparison, foreign exporters faced much less pressure.
The data is more straightforward: the U.S. economy has already incurred an additional nearly $200 billion in expenses. Although inflation is still relatively moderate at the moment, these costs have long been reflected in daily life. For investors like us who focus on the global market, such macro policy changes often influence capital flows and market expectations, so it's important to keep an eye on them.
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MidnightGenesis
· 5h ago
On-chain data shows that this wave of tariff pass-through is very thorough, with 96% pushed onto the consumer side. From the code logic, it is a classic pattern of macro arbitrage.
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LightningClicker
· 5h ago
American consumers have been scammed again. The promised protection of domestic industries ended up being paid for by our own people. It's hilarious.
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LadderToolGuy
· 5h ago
Once again, it's the same trick of shifting the bill to consumers, I've seen through it long ago.
Americans are playing the tariff game themselves, but in the end, it's still the common people who pay the price. The logic is just incredible.
200 billion quietly went into the inflation ledger, and everyone didn't even notice they were already paying.
Tariffs, to put it simply, are a disguised way of cutting the leeks. Exporters are smiling, while consumers are crying.
So this is why recently it feels like everything is getting more expensive. Turns out it's all because of this.
Wait, 96% cost pressure? How is this data calculated? It seems a bit off.
Funds are starting to avoid the US, playing this way will eventually lead to aftereffects.
When tariff policies come into effect, retail investors will suffer too, and capital flows will get all mixed up.
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GasGuzzler
· 5h ago
96%? That number is really incredible. American consumers have been heavily exploited.
Tariffs, to put it simply, are paid by our own people. It's ridiculous.
200 billion dollars wasted, no matter how you calculate it, something's off.
Inflation is still mild? I think it's just that the market hasn't reacted yet. It will explode sooner or later.
So, we still need to keep a close eye on the movements of the US stock market.
Once the tariff policy is implemented, global capital flows can change in an instant.
Domestic consumers are caught in the crossfire. Truly speechless.
Investing requires skill. A slight misjudgment in macro outlook can lead to being trapped.
This is a typical policy game; in the end, it's the ordinary people who suffer.
Spending 200 billion, anyone would feel the pain.
Oh my, America is essentially plundering its own people's wallets.
Tariff games, in the end, the ones who get hurt are always the consumers.
We need to be on guard against the ripple effects of this policy.
Recently, a research institution compiled a set of data, and after looking at it, it was quite eye-opening. From January last year to November this year, who mainly footed the bill for U.S. tariffs? Basically, domestic consumers and importers bore 96% of the costs. In comparison, foreign exporters faced much less pressure.
The data is more straightforward: the U.S. economy has already incurred an additional nearly $200 billion in expenses. Although inflation is still relatively moderate at the moment, these costs have long been reflected in daily life. For investors like us who focus on the global market, such macro policy changes often influence capital flows and market expectations, so it's important to keep an eye on them.