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Let's import some inflation

The price of imported goods, sans energy, was up 4.5% year-over-year in July. Data center buildout is driving that jump — imported computer prices were up…

0:00 26:00

Episode Summary

The price of imported goods, sans energy, was up 4.5% year-over-year in July. Data center buildout is driving that jump — imported computer prices were up 17%. In this episode, we explain why import price inflation is distinct from regular inflation and what that leap means for Fed rate-setting. Plus: U.S. oil firms ink deals…

Published August 19, 2026 · 26:00

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