Also, the CEO of NBC. And the CFO, if at all possible.

I didn't think it was "a surprise" because I am thinking that the upstream of the chain (importers and wholesalers) were still "eating" the higher prices (at least whatever had actually gone into effect), so the retailers could have a bit of a break (and they stocked up ahead of TACO's flip flop tariffs). But now their warehouses are drained or are draining and that will eventually trickle down to the retailers, who will eventually need to pass those higher prices on to the consumers.

down to local retail.

Don't recall whose MSNBC show it was on, but one of the guests said that right now Walmart is paying a lot in tariffs because they don't want to pass the costs to their consumers. But that won't last forever. I've noticed items there that have gone up in price. Tomatoes from Mexico went from 98 cents to 1.12 and, interestingly, on the price sign the word "Mexico" is spelled vertically down the side. With a 30% tariff, that would be a 30 cent increase, so Walmart only passed half of that along to consumers.

One other thing, during the pandemic, I think a lot of businesses took advantage of the situation and raised their prices far more than necessary. That might well be a big reason they've been willing to absorb the tariff and not pass it along for now.

when Walmart warned that since they had already stocked up, they were able to deal with the tariffs in the short term, but they said once that inventory got depleted, they would have to start passing on the increases to the customer.

And during the pandemic, even acknowledging the supply issues (amidst some port strikes and reduced personnel, leaving cargo ships stranded waiting to dock and unload), there was quite a bit of price gouging - and that actually lasted a year past the peak, when they were finally called out on it once it was obvious that the supply issues had been mostly resolved.

Similar happened with the initial bird flu outbreak in 2022 & 2023 where a year past that peak, gouging began and continued (like now with recent new outbreaks from last year), despite the fact that the average hen can start laying from chick after about 6 months, for those farms needing replacement hens.

Is someone going to get fired?

and his brain-dead followers will agree

Tariffs increasing prices impacts businesses quickly, but takes a while to show up in the data like this.

0.9% for a month is almost 11% annually, Would be catastrophic for our economy.

Of course, two days ago there were lots of DUers claiming that the BLS numbers on inflation were not trustworthy. Occam's razor suggests the conspiracy theorists might want to reconsider if they're going to accept today's report from BLS.

Now, when the next employment numbers come out -- if they come out -- under Trump's lackey -- there may be good reason for suspicion.

It's only going to get worse from here.

Last edited Thu Aug 14, 2025, 01:56 PM - Edit history (1)

The values in the graphs are calculated using the actual index numbers, not from the rounded-off-to-a-single-digit monthly changes.
The annualization calculations also takes into account compounding.
As an example, the reported 0.9% increase for the PPI in July -- someone downstream annualized that by simply multiplying that number by 12 to get 10.8%

In contrast, I put in the index numbers from http://data.bls.gov/timeseries/WPSFD4 into my spreadsheet (via copy and paste).
June: 148.270
July: 149.671
% change: +0.9448978%
1.009448978^12 = 1.1194700 , then subtract 1 and multiply by 100% = 11.95%
So 11.95%.

Simply multiplying the 0.9448978% by 12 yields 11.34%
So the compounding added 0.61 percentage points to it

PPI


Core PPI (PPI less food, energy, and trade services)
I use the Core PPI less food, energy, and trade services because that's what the BLS highlights (and that was true pre-Krasnov too), so I am doing likewise. The idea of the core is to remove the volatile components that bounce up and down a lot from month to month, so that's another reason to use the core PPI less food, energy, and trade services to project FUTURE inflation trends, and that's why the Fed focuses on core measures.


12 month graphs from OP. The graph's labeling says the core is PPI less food, energy, and trade services


PPI http://data.bls.gov/timeseries/WPSFD4
Core PPI (wo food, energy, trade services) http://data.bls.gov/timeseries/WPSFD49116
Core PPI (wo food & energy) http://data.bls.gov/timeseries/WPSFD49104
You can see graphs at the above links too -- chose More Fomatting Options at the upper right of the page and then check boxes like 1 Month, 3 Month, 12 Month


Probably has a similar wide-eyed reaction to today's numbers.

They’re NOT eating the price increases !1!






✌🏻

100% of the tariffs on to consumers right now for their own various reasons.

I have noticed that everything across the grocery
store has gone up more than that here in Cali.

It’s gonna take longer than seven months. Huh, Don?

And it looks like steel and aluminum could be leading the way. We need to wait until September with changes in Fed interest rates, but because of the biggest drivers here, it makes the headline number more tame than it really is.

Last edited Sun Aug 17, 2025, 02:54 PM - Edit history (1)