Marketplace All-in-One Where we're at with tariffs and inflation
Nov 10, 2025
In this insightful discussion, Justin Howe sheds light on why tariffs haven't sparked inflation, attributing it to cooling services costs and a soft labor market. Mitchell Hartman reviews the vibrant earnings season, while Sarah House delves into the impact of AI on consumer trust in real estate listings. Kristen Schwab explains the revival of printed holiday catalogs as a nostalgic marketing tactic. Finally, Florian Roper shares his journey from bespoke furniture to full-time art, highlighting the financial shifts that come with such a creative pivot.
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Tariffs Haven't Overrun Services-Led Inflation
- Tariffs have raised prices in some imported categories but haven't driven broad inflation so far.
- Cooling services inflation and a softer labor market are keeping overall inflation in check.
Labor Market Cooling Tames Service Prices
- Services inflation is tied more to labor costs than to tariffs, and wage pressures have eased.
- That reduces firms' incentives and ability to keep raising consumer prices.
Housing Weakness Eases Inflation
- Weak housing demand and high vacancy rates are taking pressure off rent growth.
- Since rent is a big CPI component, that helps drag headline inflation lower.