6 January 2026 US Monitor Tariff revenues are starting to fall, further improving the CPI outlook
5th Jan 2026 11:20USDaily Monitor
- Tariff revenues fell in December and remain well below levels expected by independent fiscal watchdogs.
- Nearly all of the boost to consumer prices from the tariffs has filtered through; the outlook is benign.
- Home sales are likely to recover in 2026 as mortgage rates fall, but still fall short of pre-pandemic levels.
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