What happens when the government finally does the numbers
Marketplace All-in-One
Marketplace
4.5 • 1.4K Ratings
🗓️ 17 November 2025
⏱️ 6 minutes
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Summary
Tomorrow's when we’re supposed to learn more about how imports and exports have been faring from the Bureau of Labor Statistics, though the 43-day government shutdown may still delay that data release. What might those numbers be able to tell us (whenever they do come out) about some of the impacts of the president’s tariffs? Plus, China has a glut of EVs, and that oversupply is starting to spill over into the rest of the world.
Transcript
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| 0:00.0 | After the day to night comes the day to dawn from Marketplace. I'm Sabri Beneshore in for David Brancaccio. |
| 0:08.0 | For a month and a half, anyone trying to understand the U.S. economy has been flying a little blind. |
| 0:14.6 | The 43-day government shutdown caused a data shutdown. Tons of information about GDP, employment, lots of other items about |
| 0:23.6 | nooks and crannies of the U.S. economy were not released or even collected sometimes. |
| 0:28.8 | That is starting to turn around, though, as the government reopens. Tomorrow, we will |
| 0:33.6 | allegedly get data about the country's imports and exports from the Bureau of Labor Statistics. |
| 0:38.9 | Still possible it might get delayed. |
| 0:40.4 | But when we finally do get those numbers, they will shed some light on the impacts of some of the president's tariffs. |
| 0:47.1 | Marketplaces Carla Javier has that. |
| 0:49.7 | Until recently, this isn't data Tyler Shipper at the University of St. Thomas paid all that much |
| 0:55.4 | attention to. But lately, with tariffs in the news, import prices have been one of the reports |
| 1:01.1 | that people have been going to. And likewise, that's one of the probably top two or three reports |
| 1:05.6 | that I am waiting to see for the backlog. The BLS data measures import prices before tariffs are applied. That can point to who |
| 1:13.7 | might be absorbing the cost of the import taxes. If import prices go up, Shipper says, |
| 1:19.7 | That seems to suggest that foreign exporters are not actually doing much cost sharing, that they are |
| 1:24.4 | passing most of the prices of tariffs onto the U.S. |
| 1:28.6 | Import prices also affect consumers, says Ryan Monarch at Syracuse University. |
| 1:34.0 | 10% of all their expenditures are on imported products. And so sometimes import prices will be |
| 1:40.4 | something that is moving overall inflation numbers around. |
| 1:45.0 | Missing the September import data during the shutdown has made it harder to understand |
| 1:49.3 | what's going on, says Jason Miller at Michigan State University. |
| 1:53.5 | He gives the example of metal products, which were hit with steep tariff increases in August. |
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