Americans are starting to spend more of their tax cuts. But some of that increase is due to higher prices on products affected by U.S. tariffs. Retail sales were strong in May… The details of the report were mostly good. …One thing that did stick out in the report, however, was a 2.4% gain in sales at building material and garden equipment and supplies dealers. The big home improvement chains have said  higher lumber prices, which hit record levels last month, have helped boost sales. The U.S. relies heavily on imported lumber, particularly from Canada, and the tariffs of around 20% that the White House levied on Canadian lumber last year haven’t changed that dynamic. So buyers have had to pay up. …Rising lumber prices are a problem for home builders and homeowners, but for the overall economy they aren’t that significant. [This story is only available to readers with a digital subscription to the Wall Street Journal]