The external accounts — the trade balance, import and export price indexes, and a daily tariff tracker built from Treasury deposits: customs duties actually banked each day, not estimates. Import prices are a direct inflation channel; tariffs are a tax that arrives at the border and exits at the register.
The tariff series is unique: daily Treasury cash data shows collections the day they happen, months ahead of any official trade report. Watch it against import prices on the pipeline page to see border costs work toward the shelf.
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