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![dampedspring Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1546222940.png) Andy Constan [@dampedspring](/creator/twitter/dampedspring) on x 172K followers
Created: 2025-07-18 12:20:27 UTC

Math of above 

USD Consumer price of imports = USD tariffs + USD importer markup + USD Exporter price
If Consumer and importer don't pay tariffs 

Change in USD Tariffs must be paid by  change in USD exporter price

USD Exporter price change is 

local currency export price change * currency change. 

If USD is falling (it has) local currency export price must fall even more to "absorb the tariff". It's not falling at all


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**Related Topics**
[tariffs](/topic/tariffs)
[united states dollar](/topic/united-states-dollar)

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