The tariff headlines are everywhere, but what's the actual revenue flowing into government coffers? While the trade war headlines dominate, the real question is harder to answer—how much are US importers actually paying, and where is the money really going?

A new monthly tracker is breaking down the numbers: which products face the heaviest tariff burden, which countries are most affected, and how the revenue picture is evolving. It's the kind of macroeconomic shift that ripples across asset classes, from equities to crypto markets. When trade flows change, inflation expectations shift—and that changes everything for monetary policy and asset valuations.

Worth watching if you care about the broader economic cycle.