PPI

CultureForsaken3762

3 scenarios for Jackson Hole on Friday: 1. Powell acknowledges Fed will cut rates in September but implies they are going to wait and see before deciding on more cuts after September. 2. Powell brings up the most recent hot PPI print and hints there may be no cut in September. Market sells off hard in both scenarios.

falken2023

After that scorching hot PPI data we got Powell probably isn’t going to capitulate.

syedhuda

if the PPI news last week didnt budge the market its indication the market is off the rails right now

Maleficent-Map3273

Its a massive downward jobs revision. We knew PPI would be hot from tariffs eventually. The weakness i job numbers is MUCH scarier from a risk perspective.

Fancy_Cattle_5914

Powell is speaking at Jackson Hole on the 22nd, bros gonna be hawkish on those PPI numbers and send us to Hell

phungus420

That last PPI was white hot; it's only a matter of time before that rolls over into the CPI. Also since May the CPI numbers have stopped using around 30% of the data they used to account for in their metrics. I think if they actually recorded CPI like they used to, and stopped throwing out around a 1/3rd of the data don't like CPI would be much higher right now. I know where i live Inflation is noticeable and extreme; it sure as shit isn't 2%.

phungus420

With the last CPI and especially PPI numbers, combined with the unemployment rate, the Fed should absolutely rate hike. It's not going to happen though, because of politics (thankfully, my UDN calls would be cooked if they did that). You have 7 governors of the Fed, next Fed meeting 3 of them are locked into voting for a rate cut due to party allegiance, no way the other 4 of them vote for a hike. Even of the Fed just holds steady and we get a split 4-3 vote (something that has never happened before in the history of the Fed), the 3 dissenting governors are going to be very public about their dissension and will be going on media tours talking about how the 4 other governors are "playing politics" by not cutting; even though the opposite will be the truth - the current GOP is built on lies, hypocrisy, and leveraging their messaging through total domination of the media after all. The market expects a rate cut in September, not because it's rational or right, but because politically the Gang of Pedophiles (GOP) believes that the Party can benefit from the short term boost to Wall Street a rate cut is expected to provide. The Gang of Pedophiles cares not for long term consequences or how inflation impacts working Americans; but they feel a rate cut at this time would be like a crashing out frat boy snorting a line of coke, and just like Kash Patel, The Party is feining for that bump. The Fed could go either way; rate cut or hold steady - Powell will want to hold, but next meeting it will come down to the votes on the board and that's impossible to figure out right now (we might get better insight from Jackson Hole). The board of governors may bow to political pressure from the Group of Pedophiles, or they may hold firm in order to stave off inflation. One thing is for sure though, there is a snowball's chance in hell they actually rate hike even though the current economic situation really demands that they do; a hike just isn't plausible given the current political environment.

bobbyd121

PPI begs to differ

RespectmanNappa

PPI was also up 0.9% month over month. Costs are going up, it’s only a matter of time before that’s passed to consumers.

vjectsport

I think so. After the PPI inflation, I expected bigger sell-off, but the market did not matter that. It's completely focused to rate cut 😀

sreten-jr

So when market reacting to PPI numbers?

RonMexico16

It’s coming. The wholesale inflation rates were pretty scary this month. CPI/PCE are much more focused on end use consumers. If you look at imports/exports, domestic companies LOADED UP on things when the trade war heated up this year. https://www.bea.gov/news/2025/us-international-trade-goods-and-services-june-2025 The latest PPI (wholesale) shows that those inventories are working through and companies will either eat the margin squeeze, or we’ll see CPI/PCE pop in the back half of the year and early next year. The Fed is in a bind.

International_Tea446

Let me break this down into terms that everyone here can understand. So when PPI is low Wendy’s doesn’t have to pay high prices for their dumpsters. Which means as Dumpster inhabitants we pay less in rental fees for working behind them. Which means generally we can afford more supplies (Vaseline, lotion, or lube… whichever floats your boat) and that means the cost of our services is cheaper and is passed onto our consumers. Making it an affordable situation for everyone. Now when Wendy’s has to pay more for their dumpsters, they usually transfer those up charges to us. The people of WallSTREETbets will pay more for rental fees, which in turn will either make us buy shittier supplies for work or pass those charges to our consumers. Making it a toxic country for everyone. Stressed out people who don’t get their stress release will more than likely look for other avenues like liquor to solve their issues. Promptly causing a workforce of incompetence and crashing our economy. Also spouse abuse numbers will sky rocket, and marriage will less of a thing. Crashing our future birth rates, preventing us from having an adequate workforce in the future. Basically placing the US as a third world country for decades to come. Or it is possible our stock market just goes up for the next 20-25 years. It’s hard to tell with you degenerates

Single-Highlight7966

can someone explain to me why our PPI was bad

microww

yeah inflation is not in the numbers yet. The suppliers are currently paying for the costs and not charging it to their customers. That's also why CPI was much lower than PPI. They will do it as long as they believe that POTUS will change his mind.

Almost_a_Noob

Is there a site or person to follow that mentions all the top economic moments we can gamble on? Like CPI, PPI, buffets stock announcement? I feel like I would have bought OTM unh calls if I knew.

Tandittor

Consumer inflation (the 3.7% you're talking about) is different from producer inflation (3.3%). The table in the link bellow is how and shows how PPI works. It's not complicated. [https://www.bls.gov/web/ppi/ppi\_dr.pdf](https://www.bls.gov/web/ppi/ppi_dr.pdf) Simpler version of the table: [https://www.bls.gov/news.release/ppi.t01.htm](https://www.bls.gov/news.release/ppi.t01.htm) The 38% also came from that table. Same with the 3.3%.

OneTadpole9875

I like to play dangerously.. 7 points down on SPX.. I would have made 256k .. That's markets.. you make some.. you lose some.. I bet on PPI.. markets just proved me wrong .. That's it .. no big deal.. I will make that amount another day... Even big guys lose .. I am nobody

alexbrommy

ok so how? - what kind event-driven catalysts? purely earnings? if so how do you get it right nearly every time? - do you have a calendar tracking upcoming “events” such as CPI, PPI, 13F releases? - what are the trades made? regular stocks, leap options? - what tools do you use to make this happen? love to learn

buffandbrown

To be fair, market is overbought and over extended by every metric. I think you were just early. When markets shrug off the worst news, for example hot PPI, slower retail sales, bad jobs numbers etc. it is close to a blow off top.

Big_Bidder

Tl;dr Here are the big takeaways from your market and economy read after the hot PPI print: ⸻ 1. PPI was hot, but context matters • Headline PPI at 0.9% MoM vs 0.2% expected looked alarming. • However, most of the Fed-relevant PCE-linked components were flat or lower (physician care, hospital, nursing homes, etc.). • The main outlier was portfolio management fees (+5.8%), which are equity-market-driven and not an underlying inflation threat. ⸻ 2. Fed implications • Markets only shifted September cut odds from 95–96% → 92%, showing recognition that the hot PPI wasn’t fundamentally inflationary. • Likely outcome: September rate cut with hawkish commentary to temper expectations. • Jackson Hole next week is the last major opportunity for Powell to push probabilities lower if the Fed wants to realign market expectations. ⸻ 3. Volatility positioning shows resilience • VIX jumped intraday on PPI but faded as traders sold volatility. • Term structure unchanged → no risk premium priced. • Delta hedging still skewed ITM puts, making a sustained volatility spike difficult. • SPY risk reversal still bullish, no signs of fading sentiment. ⸻ 4. Equities remain supported • RSP (equal-weight S&P) above 21d EMA → breadth still healthy. • Buyback flows expected next week post-OPEX = more support. • Dow tailwinds from UNH pop (Buffett & Burry buying). • Technical target of 6600 into month end remains realistic barring a hawkish surprise. ⸻ 5. Macro catalysts ahead • Trump–Putin peace talks → potential upside if progress/ceasefire, especially with funds caught short. • Retail sales today: positioning suggests weak expectations, but underlying data (tax receipts, Redbook, Visa Spending, loans & leases) all point to continued economic strength. ⸻ ✅ Bottom line: • PPI headline hot, but not as inflationary as it looks. • Fed still on track for a September cut, but with hawkish tones. • Market structure (volatility, breadth, positioning) remains supportive of equities. • Key risks/upsides: Jackson Hole tone + Trump–Putin talks. ⸻ Do you want me to distill this further into a tight bullet summary you could post on X/LinkedIn as your trader’s “quick read,” or keep it at this detailed level for internal notes?

SPXQuantAlgo

Tbf, everyone here did say calls after that PPI report… https://preview.redd.it/tcn1u75jacjf1.jpeg?width=1284&format=pjpg&auto=webp&s=dd52964e5a0a9c4839fe84ebc67272c7beb9e811

Mother-Chipmunk2778

Fair, but market seemed to already respond to the hot PPI. Think it’s a given Powell will be hawkish and say the same old, you think it’s going down Friday for sure? I’m honestly thinking of just selling my calls before then.

Tandittor

Bad PPI, bad import prices, jump in inflation expectation. Market dropped in response to each but too little and always rebounded within hours. I took a beating too. Lost about 7% of my port this week. It hurts.

falken2023

The latest batch of bad data makes the chances of a Sept rate cut lower. Jackson hole has been notoriously a bearish event. He’ll go with his usual pitch, that being the uptick in PPI is the beginning of the tariff impact. = Wait and see what happens. Market will not like that. Stonks go down.

ia602

No one knows for sure. But the Grand White House Fool is stoking stagflation risks for the US economy with his tarriffs. As we saw, CPI is still tame, but PPI soared! Eventually, the PPI has a direct effect on the CPI. Add in a slowing labor market...This could be the start of a Domino effect. The US economy tanks... and along with it world economies

skymagic

not always, just this past week I as an expert on PPI 💅

Mother-Chipmunk2778

I’m saying in general, the Jackson hole is really more of a high level event, they won’t dig into interest rates or stuff it should be more Powell saying the state of the fed and cementing his status right, I’m thinking it’ll have a minimal effect on overall market, which could be good, if he doesn’t address the PPI numbers

OneTadpole9875

Thanks.. bad PPI .. no impact .. screwed me yesterday

RBGolfer1

PPI came in way higher than expected and is forward looking. CPI is historical.

BACKWARDS_HIPPO

If you'd read Warren Buffet's autobiography (great read btw, for those in this sub that know how) he talks at length about how much he loves insurance businesses, there's at least one full chapter dedicated to him making a big bet on Geico way back in the day. Of all the "theories" out there, UNH felt the most plausible to me. Did I act on that? Hell no, I had a finger up my butt while speculating on what the PPI numbers meant for the market. Congrats on the win, those are some impressive returns.

Salt-Protection-629

Way to state the obvious. 🤣 Given that PPI has risen, it is almost a no-brainer to realize that the Fed would not back down on their hawkish stance.

LarryStink

RRP on its lows meaning there's no buffer for liquidity in over night markets. TGA rebuild as a drain on liquidity  Yields moving higher with inflation expectations moving up. Highest PPI print in 4? Years. The cost of money is increasing. Nasdaq is now 145% of m2 money supply.  CTAS have one of the highest exposures to equities on record chasing  the market after missing the April lows. A market banking on rate cuts being projected by powell at Jackson hole. If he does not set up a sept rate cut the market will puke. And theres 0 liquidity to stop it.  Opex pinning holding the market up is behind us now. Dealers books are cleared and the hedging flows supporting prices are gone. 

Fuhnancial

This market is hilarious Hot PPI ATHs overnight. Today dip because vibes.

Stergenman

What? Core inflation above 3%, 3 months straight of consumer inflation gain, and a near full point in a month on PPI isn't rate cut material? No matter how much hopium I huff?

GrossFleshSack

When is the market going to realize PPI beat was fucking crazy and crash? I mean c'mon guys it was .8% higher than expected. 2.5 to 3.3. You realize PPI turns into CPI right? And that's what is determining the rate cuts right now. Rates might even be getting increased soon. Housing market is going to collapse a bit. Trump is going to hate it. His biggest obstacle right now is our boy Jerome. God speed to Jerome, need to give him top priority security. He is doing his best to save the spending power of all average Americans. For the working class of America let's hope he isn't stopped.

HoosierGuy2014

I swear to God we would have been in a bear market two years ago if job growth plummeted, core CPI and PPI came in hot, and consumer sentiment plunged. Now it’s no biggie.

MikeyPWhatAG

Probably worth noting that the latest PPI is a really rough sign for rate cuts. It looks more like stagflation and a wait and see approach will be best. Especially with consumer spending still strong they will not want to cut rates yet. Basically they are likely to see what gives first as a recession would cut inflation and inflation will cut growth, they'll be trying to prod that into the least devastating path possible.

Such_Region2724

gold having one of its worst weeks in a whole year with that shit doodoo PPI and nothing fundamentally better in the world economies or markets. dollar still getting devalued and it doesn’t budge, and it never retraced the reaction to the tariff rumor. considering ROPE

GrossFleshSack

Why don't you see any way it goes down? It seems obvious that it's going down. PPI was massively big. Rate cuts looking Shakey. I'm sure mango will come in to save the day and repump the market anyways so don't forget to buy the dip. Why do you only see it going up right now?

hardcrepe

Of course we all know PPI stands for Penis Pump Industry.

Cashfable

Yes, but unlikely to happen with such good PPI numbers

Independent-Tree-985

Most people dont even know what PPI stands for, why are they selling

basic_bai

Is there something going on that I need to know about or is this all just because of PPI from the other day? Because I’m getting ready to buy calls for a few weeks out, but I always do it when something is going on because I’m a loser and my ADHD won’t let me look into things 🫠🤦‍♀️

JafarFromAfar2

Your sentiment is correct, but the correction will start much sooner. The market is already in peak euphoria—outright ignoring terrible data for various “reasons”. Powell is NOT going to cut when inflation data is ticking up (that .9% core PPI is extremely ominous and makes August CPI, which is right before FOMC, very very impactful). Fed speakers this week were hawkish, making a point of warning the market about possibility of no rate cuts. People didn’t listen, which means that Powell will have to make a very hawkish Jackson Hole speech to put the market on notice. The single biggest downside catalyst would be him putting hikes back on the table “if inflation gets worse.” Obvious statement to make, but one that would instigate a sell-off.

mike_cruso

Just circling back to say I took your advice to heart. I closed half on Wednesday to mitigate further damage, then yesterday I closed out the rest on the gap down following the PPI report. Valuable lesson for sure! Thanks for your weigh in!

vtfresh

Looks like PPI was revised down almost right after it was published. YoY number revised down from 3.7 to 3.3

NVDAismygod

AI is the biggest boom of your life time. We had absolutely horrendous PPI, CPI rising, a literal erratic tweaker in office, wealth gap is rising faster than ever, global tensions rising and yet the market only goes up. All of this outside noise is irrelevant. Largest companies continually posting recording earnings, revenue and guidance. Data centers are growing exponentially, DC infrastructure is growing, energy demands have skyrocketed. Don’t get left behind

dontslambro

Okay bulls, now is the time. You did not let no stinking PPI stop you so whats the deal?

Mother-Chipmunk2778

lol I feel you bro. Just wait till crypto pumps again and you should be fine. Should be soon considering the rip we had before PPI

Mother-Chipmunk2778

It hurts seeing your profile swing so hard down aftter being at ATH a few days ago 😭😭 fk you PPI

NVDAismygod

PPI doesn’t matter!! PPI matters 24 hours later

Beneficial-Age-9293

My port down today by the amount it went up yesterday.  Makes me think yesterday's green was just the MMs screwing the put holders after the PPI release.

roswelljack

JPOW gonna kill OPEN at next FOMC when he doesn't cut and signals a raise due to PPI

cresstheory2016

CPI, PPI, SPY, bears in 5.

kolyti

Retail sales remaining solid seems like more evidence that those PPI numbers will be almost completely passed on, no?

Jordykins850

Nah, it was sub 190 a couple of times. My target was 189, so I was watching closely, but overall atmosphere turned very bearish for me same time. I knew PPI was going to be hot. So I didn’t do anything on LULU. Too bad because I could’ve made a lil money 🥴

copingstoic

PPI was forgotten in 2 hours.

DividendPower

It's more optimistic than based on reality. Unemployment is still low at 4.2% and inflation is still above the Fed's target of 2%. Also, the PPI came in hot. That said, the Fed follows the PCE more than the CPI. The Fed will probably stay put in September.

Gaxicola

Banks and big boys are going to begin selling growth stock here after yesterday’s PPI report.📉

ErinG2021

PPI reaction wasn’t nearly as bad as it could have been…..now OpEX…..will dip buying be back ….👀

Vivid-Scallion-4031

PPI red hot and nothing, doubtful

SvV_Ying

So now that PPI is old news it’s time for world peace to take is the next leg up.

SvV_Ying

So now that PPI is old news, today world peace can take us the next leg up.

CategoryAbject8977

I think the response was just intentionally delayed to allow this run to finish the week. If retail sales are bad, might be a different story on the heels of the PPI.

Diamondhands4dagainz

It’s pretty nuts that the PPI read was just shrugged off immediately by the market

Pretty_Ad_7885

But doesnt PPI show inflation which shows weaker dollar buying power so shouldnt the dollar drop

Pretty_Ad_7885

Can someone much smarter than me explain how high PPI results in the following : dollar gaining strenght on euro, stocks going up and gold losing value?

throwaway9gk0k4k569

How do you feel now after the PPI numbers from yesterday/Thursday? Do you still think enough FOMC members would vote for reductions in September?

Gaxicola

I think they waited for the PPI dump to happen today with OPEX being today. Gap and trapping bulls. Straddle up bitches.

classyshepard

If PPI data was bad why markets end up flat for the day?

Miserable-Extreme-12

Core PPI is high. Everyone says tariffs, but it was services PPI that was high more than goods PPI.

Emergency-Ticket5859

Bessent - let's cut rates by 1.5% PPI 0.9% MoM (0.2% est.) Economy is going to be trash next year

Interpersonal

Are you aware of the PPI metric? It doubled expectations today. Thats bad. Businesses front ran orders to beat the tariffs which is why it looked like the market was continuing to run hot. It turns out all the jobs created during the last two months were a lie, and it costs more than analysts thought it would to produce. 3% annual inflation is 50% more inflation than the historical established target… on top of a recent period of high inflation. Also 40% of the data used to calculate inflation is just assumptions at this point and it’s based on 12 months instead of 24 months because…. Top things off with the dollar being down 10+% this year which is floating assets and keeping people invested in the market.

Bennylegend

Kinda surprised the awful PPI numbers did nothing to convince investors there will be no rate cut in September. I guess Jerome has to tell them himself at Jackson Hole meeting on 22nd

bullrfuk

The latest PPI report indicates that Canadians have a small PP LMAO

hoopaholik91

It's crazy the PPI report feels like it happened two weeks ago with how little apparently the market cares about it

Tokogogoloshe

Itnwas a PPI report. But your point stands. He's going to blame somebody and try to fire them.

KailuaDawn

when this market turns everyone here will be buying the dip again with leverage, then the index will keep going down 5-10% and everyone here will be wiped out. It's happened a few times here before. Cash gang right now. In fact yesterday may have been a short term top, economy is about to be kicked in the nuts once that PPI monster makes it's way through the supply chain.

careyectr

Criticisms of the Bloomberg article — “US wholesale inflation accelerated … suggesting companies are passing along higher import costs related to tariffs.” — is the weakest part of the piece. The PPI measures prices received by domestic producers and explicitly excludes imports. You can argue tariffs may indirectly filter through to domestic prices, but the PPI itself doesn’t capture “higher import costs” directly, and the July jump was driven mostly by trade‑services margins, portfolio‑management fees, and foods (vegetables), not a clean “import cost” channel. As written, this is an unsubstantiated leap and technically misleading. If you want to make a tariff link, you need to anchor it to import‑price data (another BLS series) or to Fed/analyst commentary—not to PPI mechanics.  “The producer price index increased 0.9% from a month earlier, the largest advance since consumer inflation peaked in June 2022” mixes apples and oranges. PPI ≠ CPI, and BLS does not benchmark July’s PPI move to “when CPI peaked.” The clean way to say this is “largest monthly gain in about three years,” and—better—just cite the BLS release and avoid cross‑index theatrics. Also add that core PPI excluding food, energy, and trade services rose 0.6%, the largest since March 2022, to give readers the right “underlying” signal.  The paragraphs on composition are mostly accurate but need precise phrasing and numbers. Services up 1.1% (largest since March 2022), trade‑services margins up 2.0% with machinery & equipment wholesaling the big contributor, and goods ex‑food & energy up 0.4% are all correct—cite BLS and keep the language tight. Don’t say “final goods”; BLS calls the aggregate “final demand goods.”  The Ben Ayers quotes are directionally in line with what was reported today, but you need to source them and clean the wording. As printed, you’ve got grammar issues (“consumers prices”), a stray closing quote, and a tense mismatch. More important, even Ayers’ view is opinion; present it as such and don’t let it carry your causal narrative by itself. Add the exact monthly core figure (0.6%) and attribute tariff pass‑through expectations clearly to Ayers (and others), not to the PPI release.  “The report indicates companies are adjusting their pricing … to help offset costs associated with higher US tariffs” is your inference, not BLS’s. The release never mentions tariffs; it documents a big jump in trade margins, portfolio‑management fees, and foods (vegetables +38.9%). If you keep this sentence, label it plainly as analysis and pair it with a tariff comment from Fed officials (e.g., Barkin; Waller) rather than implying BLS said it.   “The extent to which companies pass the burden from tariffs on to consumers will be key in defining the path of interest rates.” Overstated. It’s a factor; the Fed is juggling labor‑market slack, inflation breadth (esp. services), and expectations. You can say tariffs are a tailwind to prices, but don’t frame them as the fulcrum. If you want officials on record: Barkin said tariffs are likely to push inflation up in coming months; Waller has called the tariff effect likely temporary and most apparent in H2 2025; Daly has made similar “one‑time vs. persistent” distinctions. Cite them and dial back the absolutism.    “With consumer price data earlier this week pointing to a milder pass‑through in July…” This is fuzzy. Headline CPI rose 0.2% m/m, but core CPI rose 0.3%, the biggest since January, and tariff‑sensitive goods showed firming. If you want this point, say “headline CPI was subdued, though core firmed to 0.3% amid gains in some import‑exposed categories.”  “Fed officials are widely expected to lower borrowing costs when they meet next month.” You need to be precise: markets still lean to a 25 bp cut in September, but odds of a 50 bp move dropped after PPI; some officials argue for caution. As written, “widely expected” without size or probabilities is hand‑wavy. Put numbers around it, and cite.  Quoting Carl Weinberg is fine, but attribute it and note it’s a view, not a fact. Also, ensure the quote is exact (and clean up punctuation). Multiple outlets ran his “validation of the Fed’s wait‑and‑see stance” line today—cite one.  The PCE linkage is broadly right—some PPI components feed into PCE—but the specifics need tightening. In July’s PPI detail BLS explicitly highlights strength in portfolio management and other financial services; it does not call out “airline passenger services” by name. What the release shows is “transportation and warehousing services” up 1.0% and, in the product detail, gains in traveler accommodation and truck freight. If you want to say “passenger transportation” rose, cite the category and the +1.0%—or drop “airline passenger” unless they add a specific series citation. Also, justify the “portfolio management jumped due to a rising stock market” line with a method note: the PPI for portfolio management reflects fee revenue tied to asset values, so equity rallies can lift the index.  “The BLS data showed food prices accounted for 40% of the advance in final goods costs, largely due to vegetables.” Good, but be exact: food contributed 40% of the final demand goods increase; fresh and dry vegetables jumped 38.9% and alone accounted for about a quarter of the goods rise. That level of precision inoculates one.

user-namepending

Its not read comprehension as much as I didnt invest much attention into what you wrote. Tariffs raise prices. I don't think I was ever disputing that so that's why I was confused since it doesnt address anything into what I was saying before. These PPI numbers are primarily affected by raw milk and diesel. Both of which are practically irrelevant to the blanket tariffs Trump has announced. And the peak inflation we experienced was primarily due to federal spending when we didnt need it. Everything else you're saying is irrelevant to these main points.

d33p7r0ubl3

PPI

diefy7321

JP will start using PPI data as an indicator - the exact opposite of what he said last year. LMAO

MillionBEAR_

What does the Fed do here? - CPI inflation: Cold - Core CPI inflation: Hot - PPI inflation: Red hot - MoM PPI inflation: 3-year high President Trump has maintained his near-daily calls for 300+ bps in rate cuts. And, a new Fed Chair is about to be announced 8+ months in advance. Can the market handle more rocket fuel?

floo82

PPI leads CPI and inflation data...

floo82

PPI costs are always passed on to the next months CPI data. The writing is on the wall right now today. I would only be slightly surprised if the market just sprinted full speed into an actual correction on next months bad data though. All week we've seen net outflows of billions of dollars pulled out of SPY and NVDA specifically. Quietly selling into "strength"

floo82

CPI wasn't bad so this report should be fine. Next month will be trash if PPI costs are passed on

bearhunter429

#JPow: PPI came at 3.3% this month. #Taco: Are you sure about this number? Is your math good? #JPow: Look at my quant guy! Look at his eyes. He doesn't even speak English. He won a math competition. Yes I am sure of my numbers. #LMAO🤌

NotMe357

After today's PPI. No inflation data matter anymore lol

bootchmagoo

Did you actually look at what made up this PPI number? Portfolio mnmgt up 13% yoy and 5.8% mom lol. Everything else is 0-4% yoy. Didn’t know you could tariff wealth management hahaha

diefy7321

Watch JP start using PPI as indicator. LOL 🤌

longbreaddinosaur

How did you do today? PPI came in hot for you.

elpresidentedeljunta

I´m not doing anything, but JPow will speak (assuming he´s still Fed chair) and this PPI just gave his data a whole new trajectory...

floo82

Yes, PPI leads CPI and next CPI will reflect this and be absolutely shit. The forward looking market has decided not to care until after options expire tomorrow, apparently.

copingstoic

Shouldn’t hot PPI be a precursor to a hot CPI?

Confident-Court2171

Guess he’s going to fire the PPI person now too.

Dm_z2311

Not a good idea the stock will be $185 by the time earnings come. Feel that money shifting elsewhere in the markets, the LULU trade is done especially with the recent PPI figures and CPI. Increased sales in china may entice some people to buy or current investors to stay the course. However, this is premium athletic ware, Vuori and Alo yoga could take market share. Cheaper alternatives, if LULU legal case against Costco fails then others will copy the designs for fractions of the price. Add in DEI ,apparently they suck in that department. Lastly, always a risk but based on the current macro back drop im going to assume the forward guidance is not going to be great. Look to sell calls , im planning on selling the $195 maybe buy some protection $200,something to expire september.

95Daphne

AMAT yikes (I know, I'm posting a reaction a little late), while QQQ is holding okay considering how hard it hammered chip equipment, that reaction might end up hurting tech by close tomorrow more than the PPI number.

SnooHabits3911

Well I’ll be… story just dropped on the Apple News ticker and PPI rose 3.7%. goodness. Biggest since 2011 (excluding covid times)

GenerationTechAllen

probably wrong place to post this but PPI guys time to start closing some positions ;)