Marketplace Where we're at with tariffs and inflation
29 snips
Nov 10, 2025 
Sarah House, a Senior Economist at Wells Fargo, discusses how cooling services inflation and a softer labor market are keeping overall inflation in check. Kristen Schwab reveals why retailers are reviving glossy mailed catalogs, emphasizing their effectiveness in cutting through digital ad noise. Florian Roper, founder of Studio Roper, shares his inspiring transition from bespoke furniture to full-time art, highlighting how economic shifts influenced his artistic journey. The conversation touches on insights into both local and broader economic trends.
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Tariffs Haven't Spiraled Into Broad Inflation
- Tariffs raised prices in some imported goods but haven't broadly accelerated inflation so far.
- Cooling services inflation and a softer labor market have limited firms' ability to raise prices.
Services Cooling Dampens Inflation
- Service prices, where consumers spend most, are cooling, especially travel and medical care.
- A softer jobs market reduced wage pressures and firms' ability to raise prices, House says.
Housing Softness Shapes CPI Trajectory
- Rent weakness and high apartment vacancies have capped housing demand and rent growth.
- Because rent is about a third of the CPI, falling rents give a big tailwind to lower inflation.