Alberto Cavallo
@albertocavallo
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Professor - Harvard Business School. HBS Pricing Lab, InflacionVerdadera, The Billion Prices Project, and Pricestats.
Boston, MA
Joined April 2009
September’s #USInflation rise defied seasonal norms. @pricestats data shows a 0.24 percent monthly increase, lifting annual inflation to 2.66 percent, its highest since October 2023. Michael Metcalfe, head of Macro Strategy, warns that hopes for rate cut may be at risk.
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Congratulations to Philippe Aghion! A wonderful recognition for a scholar who redefined our understanding of economic growth and progress. I was fortunate to have him as a professor and one of my thesis advisors. His positivity, boundless curiosity, and rare gift for making
BREAKING NEWS The Royal Swedish Academy of Sciences has decided to award the 2025 Sveriges Riksbank Prize in Economic Sciences in Memory of Alfred Nobel to Joel Mokyr, Philippe Aghion and Peter Howitt “for having explained innovation-driven economic growth” with one half to Mokyr
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In Visitors in a Magic Garden, a turquoise moth and a UFO meet in a neon and glowing garden. Calm replaces spectacle, turning contact into quiet curiosity.
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The US government shutdown raises questions, particularly around near-term economic impacts and the gap left when public data is delayed or unavailable. We take a deep dive on those questions, with a focus on the September US CPI release and alternative data sets. @pricestats
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Private data like @HarvardHBS Pricing Lab is now as important as ever. @JeffHorwich talked with @Harvard's @albertocavallo about their findings on tariffs and how to interpret them.
minneapolisfed.org
Prices are rising for U.S. consumers even as cautious retailers eat much of the tariffs for now
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Tariffs continue to show up in prices: • Imported goods: 6.5% above pre-tariff trends • Domestic goods: 4.5% above Updated charts and data available at https://t.co/4k4b8kcRrD
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What’s happening with US inflation? We discussed the PriceStats numbers for September with Michael Metcalfe and Tim Graf on the Street Signal podcast. 🎧
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Podcast this week is a #Shutdown2025 special, esp how to think about data like #CPI and #NFP when it can’t be released. Can’t really get a better guest for that than @albertocavallo from @pricestats, joined by Michael Metcalfe and Noel Dixon from my team. Link in reply
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New evidence from our Tariff Tracker suggests the 10% lumber and 25% wood furniture tariffs announced on September 29th are already affecting retail prices. Update now includes data through October 3rd: https://t.co/4k4b8kcjC5
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This summer I had the opportunity to deliver the keynote at the IMF's "From Micro to Macro" conference in Bogota, presenting evidence from our research on tariff pass-through to prices. 🎥 Video: https://t.co/NLi3s7nMIW 📊 Updated data:
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La inflación mensual de Argentina subió a 2.9% en septiembre según la medición de PriceStats. Argentina’s monthly inflation rose to 2.9% in September according to PriceStats.
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It's hard to keep up with Trump so we've compiled a list of the websites tracking Trump’s actions on tariffs, the environment, immigration, and more https://t.co/x88vSi92P5 Hutchins Center @BrookingsInst
brookings.edu
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How much are tariffs passing through to consumers? In a new "Basket" @albertocavallo of @HarvardHBS Pricing Lab tells @JeffHorwich the tariff effect is now apparent in import and domestic goods--although U.S. retailers appear to be eating much of the tariffs for the moment.
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New update to our tariff tracker 📊 with data through Sept 8. We added charts so you can see the impact on more detailed sectors like ☕ coffee and 🛠 appliances See https://t.co/SOo0JTUnv5
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Are Tariffs Raising U.S. Retail Prices? https://t.co/6lb15Y1n8T via @econofactorg with @paollamas_ and @VazquezFrancom
econofact.org
Prices of over 350,000 products at major U.S. retailers show a slow and gradual pass-through of tariffs to consumers. Both imports and U.S.-made goods are affected.
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El problema fundamental es que no está definido cuál es el sistema monetario, financiero y cambiario del país https://t.co/hPMdDshaCq
cavallo.com.ar
Resumen Es paradójico que el presidente Milei, habiendo hecho su campaña hablando de “dolarización” (que implica el grado máximo de libertad para el movimiento de capitales y apertura financiera), …
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With tariff uncertainty rising, prices for imports and domestic goods remained steady in August. See the latest results 👉 https://t.co/BFAmW0frQF
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US tariffs update: Imported goods cost 5% more, domestic goods 3% more than pre-tariff trends predicted. Data now runs through Aug 8 — and we push the history back to Jan 1, 2024 (Appendix), showing a full year of stability before tariffs broke the trend. https://t.co/BFAmW0frQF
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