From CPI, note the CPI furniture and appliances category:
Figure 1: CPI all urban (blue), CPI commodities (green), and CPI – furniture and household appliances (tan), all in logs, 2025M01=0. Source: BLS, and author’s calculations.
And, on a much more granular level, from Cavallo et al. (July 17, 2025):
Source: Cavallo, et al. (July 17, 2025).
Not only have tariffed goods prices risen, domestic competitor prices have as well. Thanks, Drumpf!
