cross-posted from: https://mander.xyz/post/45812896
Here is the study download: Americaʼs Own Goal: Who Pays the Tariffs? - (pdf)
Contrary to US government rhetoric, the cost of US import tariffs are not borne by foreign exporters. Instead, they hit the American economy itself. Foreign exporters absorb only about 4% of the tariff burden—the remaining 96% is passed through to US buyers.
Using shipment-level data covering over 25 million transactions valued at nearly $4 trillion, we find near-complete pass-through of tariffs to US import prices.
US customs revenue surged by approximately $200 billion in 2025—a tax paid almost entirely by Americans.
Event studies around discrete tariff shocks on Brazil (50%) and India (25–50%) confirm: export prices did not decline. Trade volumes collapsed instead.
Indian export customs data validates our findings: when facing US tariffs, Indian exporters maintained their prices and reduced shipments. They did not “eat” the tariff.



No fuckin shit. We didn’t need a study for this - a tarrif is a tax on imports paid by the importer. IT’S THE LITERAL FUCKIN DEFINITION.
only complete idiots don’t understand that, and by “idiots” I mean maga Republicans