De Minimis Dodge Dodge means less purchasing power for Americans

Until Friday, American consumers can order up to $ 800 of goods for each package from abroad without paying any tariffs or taxes. Now, this scene changes, adding to the inflationary pressures that will pressure the daily purchase, especially for Americans with low and medium incomeHe tells experts luck.

“It is a different shock to the system at a different level than what we saw with the definitions of large industrial goods,” said Rob Haworth, director of the investment strategy in the United States. luck. “It begins another challenge in the near term for consumers and the tunnels on companies and spending in general.”

The minimum exemption ended in May Imports from ChinaWhere it is estimated Three quarters From the goods below the $ 800 threshold came from a large share that comes from the e -commerce companies, Shin and Timo. De Mimineris’s suspension of parcels from all other countries that were implemented on Friday now means that the US dollar will not buy as much as it was, when it comes to shoppers who buy goods made abroad.

“Categories like shoes and clothes will witness some of the highest antiquities, which are 15 % to 25 % of the final consumer prices, given that the origin of manufacturing is often China,” said Sean Henry, CEO of Stord, an electronic and loyal trade company. luck.

A senior Trump administration official He said The Customs and Border Protection Agency raised more than $ 492 million in additional duties on the packages that are shipped from China and Hong Kong since the exemption ended.

And the definitions of goods that have previously declined under the minimum may have been raised up to $ 10 billion a year, US Trade Adviser Peter Navarro He told reporters Thursday. Put this in perspective, The 2024 trade deficit in the goods was $ 1.2 trillion.

“The net number (customs tariff revenues without minimal) is not all this meaning in terms of the size of the deficit”, ” Bird Ross Mayfield told the investment strategy expert, Ross Mayfield luck. “The biggest difference will be the extent to which the government imposes these large areas of definitions.”

Over the past decade, the number of charges that enter the minimum of the United States increased by more than 600 %, from about 139 million in 2015 to nearly 1.4 billion Customs protection and US border protection. However, the amount of revenues resulting from these new definitions depends on whether consumers are ready to continue buying cheap products from abroad.

“Nearly 40 % of online shoppers abandon their vehicles when they face these additional drawings and additional fees for fees upon exit,” said Henry, CEO of Stord.

Tell me Classco, transport analyst and logistical services in Bloomberg intelligence, luck He expects to spend these “estimated” purchases to a large extent.

“This shirt you really want is $ 5 – you may consider twice to get it because it will be more expensive.”

Before the epidemic, consumers had a “huge appetite for cheap things”, but Klaskow is expected to turn the behavior of the consumer in response to change.

Houth from the American Bank said it is more focused on how the government is implementing change, as it will require new systems, investment and infrastructure to collect small purchases.

He added that the complete purpose of De Minimis is to simplify the process of bringing small imports to the country, because it is more complicated to track them. Precedent He said This allowed illegal materials like fentanel to cross into the United States more easily. However, the system will need to restore calibration to adhere to the new rules.

“Originally, you had a minimal extent exemption so that you wouldn’t spend much time in small transactions that did not describe anything,” said Haworth. “This is a kind of interesting or difficult cost that will enter into the business system.”

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