Full screen recommended.
The Unfolded States, 7/28/26
"The Next Price Shock Is Already
on Its Way to American Stores"
"The tariff price shock may already be moving through America’s supply chain, even if most store prices have not changed yet. As older inventory disappears, the next shipments could reveal which products and households face the greatest pressure. A new round of Section 301 tariffs now covers imports from sixty trading partners, but the effect will not appear on every shelf at the same time. This analysis explains how import costs move through suppliers, businesses, retail inventories, and promotions before reaching consumer prices. We examine which products face the greatest exposure, including clothing, footwear, household goods, toys, and electronics, while separating tariff pressure from energy costs and other supply constraints.
The video also shows why lower-income households, middle-class families, and small retailers may experience the same policy differently. Federal Reserve research, back-to-school shopping data, and port forecasts reveal how families are already delaying purchases, trading down, using credit, and waiting for stronger discounts. We also consider product exemptions, domestic manufacturing benefits, supplier negotiations, and the evidence that could prevent a broader retail price increase. Finally, you will learn which indicators can show whether the pressure remains limited or spreads during the fall and holiday shopping seasons. Subscribe for more evidence-based analysis of the American economy, and tell us in the comments which purchase would be hardest for your household to postpone."
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Full screen recommended.
, 7/28/26
"Something Is Seriously Wrong With the
American Economy… And It’s Getting Worse"
"Is the U.S. economy stronger than it feels? Official reports point to GDP growth and low unemployment, yet millions of Americans say they're struggling with rising costs, shrinking purchasing power, and housing that's becoming harder to afford. In this video, we explore why the headline numbers and everyday reality seem so different. Here's the thing… economic data doesn't always capture what families experience each month. We explain how inflation, slower job growth, reduced work hours, expensive housing, and higher living costs are changing the financial picture for workers, renters, and first-time homebuyers across America. What most people don't realize is that a growing economy doesn't automatically mean stronger household finances. We also look at purchasing power, mortgage rates, rental affordability, consumer spending, credit use, and why two people can experience the same economy in completely different ways depending on their financial situation. The reality is that understanding the economy requires looking beyond a few headline statistics. Watch until the end for a clear, balanced breakdown of what's driving today's cost-of-living challenges and what indicators could shape the months ahead."
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