Marketplace Morning Report Who pays for tariffs?
Sep 15, 2025
The latest discussions highlight ongoing trade talks between the U.S. and China, reflecting complex dynamics involving tariffs and technology. Despite economic concerns, consumer spending remains strong. Experts analyze how tariffs are impacting prices, particularly in electronics and the alcohol market. European exporters are challenged by rising costs and fierce competition from American brands. Overall, the podcast dives into who really bears the burden of tariffs and the ripple effects across various sectors.
AI Snips
Chapters
Transcript
Episode notes
Who Really Pays Tariffs
- The Import Price Index shows whether importers or foreign exporters absorb tariff costs before goods enter the U.S.
- If import prices fall, foreign firms are discounting to offset tariffs; if not, U.S. buyers pay them.
Use Import Data To Track Tariff Effects
- Watch the Import Price Index release to see who bears tariff burdens in specific categories.
- Use falling import prices as a sign exporters are discounting to offset tariffs and preserve market share.
Electronics Discounts From China
- Chinese electronics import prices have fallen as manufacturers face surplus capacity and move production out of China.
- Exporters discount to keep sales in the U.S. or risk losing market share due to tariffs.