EE.UU. recauda $30 mil millones en aranceles en agosto y $165 mil millones en lo que va del año

Los números hablan por sí solos: el gobierno estadounidense sigue acumulando ingresos arancelarios a un ritmo récord.

Impacto fiscal inmediato

Agosto aportó $30 mil millones adicionales a las arcas federales, elevando el total anual a la asombrosa cifra de $165 mil millones. Estas cifras reflejan políticas comerciales que continúan generando flujos de caja significativos—mientras algunos en Wall Street aún intentan descifrar si es proteccionismo o genio fiscal.

Las tensiones geopolíticas y los ajustes en los acuerdos comerciales mantienen estas contribuciones en niveles históricamente altos. Cada dólar recaudado fortalece la posición negociadora de EE.UU., aunque también alimenta debates sobre el costo real para los consumidores y las cadenas de suministro globales.

Mientras tanto, los traders de divisas y los estrategas de mercados emergentes observan de cerca—nadie subestima el efecto dominó de estas políticas en los tipos de cambio y la inflación. Porque al final, en finanzas, siempre alguien paga la cuenta... aunque no siempre sea quien esperabas.

Court loss may not end tariffs completely

Even if the court sides against the administration, the tariffs might not vanish, according to Jeff Buchbinder, chief equity strategist at LPL Financial.

He wrote that the White House has other legal routes it could use to re-establish duties. Whether previously collected tariff revenue would have to be paid back remains unresolved. “Regardless of how the highest U.S. court rules, expect most of the current tariffs to remain in place,” Buchbinder wrote.

Not every tariff is at stake in the case.

At issue are the “reciprocal tariffs” on a range of partners and the fentanyl-related duties on Canada, China, and Mexico. Sector-specific tariffs on items such as foreign cars, steel, and copper are outside the lawsuit because they rest on a different legal basis and remain in force.

The economic backdrop has grown more complicated. U.S. consumer prices rose in August by the most in seven months, driven by housing and food, Labor Department data showed Thursday. At the same time, a surge in first-time applications for jobless benefits last week left the Federal Reserve on track to cut interest rates next Wednesday.

Together, firmer inflation and a softer job market have revived stagflation worries and complicate the Fed’s choices after Wednesday’s meeting. Trump has also said recently that the U.S would be “completely destroyed” without tariff money, as reported by Cryptopolitan.

Tariffs and travel drive up prices

Part of the price pressure reflects companies passing along higher costs tied to Trump’s broad tariffs, alongside a rebound in demand for travel. Visitor numbers to the United States slumped in the spring and early summer amid boycotts and the administration’s immigration crackdown before turning higher.

The Consumer Price Index increased 0.4% in August after a 0.2% rise in July, the largest monthly gain since January, the Bureau of Labor Statistics said.

Housing costs rose 0.4%. Food prices went up 0.5%, with supermarket prices up 0.6%. Fruits and vegetables saw the biggest rise at 1.6%. Tomato prices jumped 4.5%, the highest since January 2020.

Beef rose 2.7% in the month and stood 13.9% higher than a year earlier. Coffee was up 3.6% for the month and 20.9% from a year earlier. Tariffs likely contributed to some of these increases, while past droughts that reduced the national cattle herd probably helped push beef higher.

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