Marketplace Morning Report What happens when the government finally does the numbers
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Nov 17, 2025 Ilaria Mazzocco, a Senior Fellow at the Center for Strategic and International Studies, digs into China's electric vehicle (EV) glut and its global impact. She highlights how China's rapid growth in the EV sector, fueled by government support, is leading to oversupply issues that are affecting world markets. Carla Javier, a Marketplace reporter, discusses how import price data from the Bureau of Labor Statistics could illuminate the real costs of tariffs amid the ongoing data blackout caused by the government shutdown. Their insights reveal how policy shapes economic realities.
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Import Prices Reveal Who Pays Tariffs
- The Bureau of Labor Statistics import-price data (pre-tariff) reveals who bears tariff costs.
- Rising import prices suggest foreign exporters are passing tariffs onto U.S. buyers.
Rising Import Prices Mean Domestic Pain
- If import prices rise after tariffs, exporters likely aren't sharing costs.
- That outcome would mean U.S. consumers and businesses absorb much of the tariff burden.
Use Backlogged Data To Assess Tariffs
- Watch the delayed September import-price release closely to assess tariff effects.
- Use the catch-up BLS data to examine specific sectors hit by August tariff hikes.