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drob518today at 5:31 PM4 repliesview on HN

If you've seen one tariff study, you've seen one tariff study. There are so many factors that end up influencing the end-state of the system. It literally depends on the particular type of good, the producer, producer's market shares both in the country applying the tariff as well as globally, the number of tiers of distribution, margin structures of everybody involved, etc., etc. So, sometimes we see an increase; other times, we little to none.


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keedatoday at 6:08 PM

Well, lucky for us we've seen multiple, broader tariff studies, all concurring in their conclusions:

https://libertystreeteconomics.newyorkfed.org/2026/02/who-is...

https://www.nber.org/papers/w34620

https://www.kielinstitut.de/publications/americas-own-goal-w...

This one has even more egregious findings:

> Pass-through at the border is incomplete, yet consumers paid more than the tariff revenue collected.

Wonder how many other industries used tariffs as an excuse to further juice their profits. (Edit - turns out this study is looking at pre-2021 data, so we don't even know what they've done this time!)

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grueztoday at 5:41 PM

Yeah, the claim of

>The researchers estimate that the increase in the retail price to consumers was about 6.9 percent. This was on the $23 pre-tariff retail price, so it amounts to $1.59, which, in dollar terms, exceeded the tariff revenue collected.

Is seemingly contradicted by goldman sac's report, which claims consumers only paid 55% of the tariff increase.

https://www.idnfinancials.com/news/57938/goldman-sachs-us-co...

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skybriantoday at 5:44 PM

Maybe we should think of each study as a data point? With enough studies, perhaps we'll get an idea of how much it varies.

Does anyone collect them?

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voxltoday at 5:51 PM

Who the fuck is "we" as a cursory search has every economist saying "tarriffs are dumb"

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