PPI
Investment Managers Series Trust II
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Reddit Posts
Whirlpool Corporation ($WHR) is a cutting edge boomer firm out of the Midwest and it's going to go up.
US wholesale prices are decreasing.
Economic Events and Notable Earnings for the week starting 01-08
Wall Street Week Ahead for the trading week beginning December 18th, 2023
Wall Street Week Ahead for the trading week beginning December 18th, 2023
Economic Events and Notable Earnings for the week starting 12-11
Why December data for November PPI / CPI are likely to print negative readings & YoY PPI is likely to approach deflationary territory
Can someone explain to this dummy why a better than expected PPI report caused a jump in 10-year?
With hot economic reports for September & October, why is the Fed pausing again in November?
SP500 Technical Analysis & Trading Plan for 10/12/23
Wholesale inflation rose 0.5% in September, more than expected
What's Happening This Week in the Stock Market?
What's Happening This Week in the Stock Market?
What's Happening This Week in the Stock Market?
Wall Street Newsletter S03E04: Are we about to have a 1987/1929 style crash in October 2023?
SLVP Silver Producers / Silver Price - are we at an inflection point?
Why do equities keep going up with all the bad data and higher bond yields?
Wall Street Week Ahead for the trading week beginning July 17th, 2023
Investors' Concerns Rise Ahead of June CPI and PPI Reports
[Macro] Will a US jobs data miss cause the stock market to fall or rally?
[Macro] Will a US jobs data miss cause the stock market to fall or rally?
Will the Fed continue Hiking? When will the AI bonanza end? And what's going on with UK inflation numbers? Here's some of the main points to watch out in the coming weeks:
Updated chart comparing UK producer and consumer price INFLATION in the food sector (CPI food price inflation is following PPI food price inflation down with the usual 6 month lag - so no GREEDFLATION here - and should now fall sharplY.
Buying Credit Default Swaps on the Avocado Market from Deutsche Bank
Market Recap - 6/14/23 - I hope I triggered all your stops
Post CPI and Pre-FOMC Day… 6-13-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
CPI Data for May 2023: There Could Be An Opportunity In This Market! A Quick Analysis (SPX/SPY)
JUNE 12-15: CPI, PPI, FOMC, Retail Sales...
Trade Smarter, Not Harder: Harnessing Implied Volatility to Dodge Overtrading and Capitalize on Volatility Surges
Market Recap - 5/20/23 - everything is over bought
How is the Fed injecting liquidity into the stock market for dummies like me
Wall Street Week Ahead for the trading week beginning May 22nd, 2023
The Current State of the U.S Economy: Inflation, Unemployment and the Future of Fed Decisions
Market Recap - 5/1/23 - 700 million dollars per AI
How long can we range for? 5-11-23 SPY/ ES Futures, VIX, 10Yr Yield and DXY Daily Market Analysis
Wholesale prices (PPI) rose just 0.2% in April, less than estimated
The directionless and imbalanced market… 5-10-23 SPY/ ES Futures, VIX, 10YR YIELD and DXY Daily Market Analysis
CPI Data for April 2023 – A Quick Analysis (SPX/SPY)
Tomorrow is the markets D-Day (CPI Breakdown and Analysis)… 5/9/23 SPY/ ES Futures, and VIX Daily Market Analysis
Market Recap - 5/4/23 - "It's not my fault, it's 'market manipulation'"
80/20, 70/30, or 60/40? What should an investor's optimal portfolio really look like?
Week Ended April 14 - Recap and thoughts for next week- valuation model update
Market Recap 4/13/2023 - PPI lower than expected, money printers go brrr
Jobless Claims and PPI - Daily Trading Report
CPI Data for March 2023 – Will There Be Opportunity In This Market SPX/SPY?
China's consumer and producer inflation data raises concerns about its economic recovery.
CPI later this week - Daily Trading Report
This Week Determines What the Fed’s Next Move is
This Week Determines What the Fed’s Next Move is
This Week Determines What the Fed’s Next Move is
This Week Determines What the Fed’s Next Move is
U.S. regional bank liquidity risk continues to spread as market rate hike expectations cut sharply
ECB went ahead with 50bp hike. What hopium did our bond market smoke last week?
The volatility continues… 3-15-23 SPY/ ES Futures, DXY, 10YR and VIX Daily Market Analysis
The volatility continues… 3-15-23 SPY/ ES Futures, DXY, 10YR and VIX Daily Market Analysis
Wholesale prices post unexpected decline of 0.1% in February; retail sales fall
Post-CPI… whats next? 3-14-23 SPY/ ES Futures, DXY, 10YR Yield and VIX Daily Market Analysis
Post-CPI… whats next? 3-14-23 SPY/ ES Futures, DXY, 10YR Yield and VIX Daily Market Analysis
Pre- CPI Analysis... here is my prediction (with position)!
Is this are black swan event? All eyes on CPI next week… 3-10-23 SPY/ ES Futures, VIX, DXY and 10YR Yield Weekly Market Recap and Analysis
Is this are black swan event? All eyes on CPI next week… 3-10-23 SPY/ ES Futures, VIX, DXY and 10YR Yield Weekly Market Recap and Analysis
The bulls and bears continue to fight… 2-23-23 SPY/ ES Futures, and Tesla Daily Market Analysis
FOMC Minute day… 2-22-23 SPY/ ES Futures and Tesla Daily Market Analysis
Beary impressive… 2-21-23 SPY/ ES Futures and Tesla Daily Market Analysis
Will The Bulls Keep Rallying Or Will We Collapse? SPY Prediction
Will The Bulls Keep Rallying Or Will We Collapse? SPY Prediction
Wall Street Newsletter S02E07 : Why is there such a disconnect b/w Stock and Bond market?
What are your expectations for the next 3-4 weeks?
Notorious “50 Cent” Trader Makes Massive Bet On Volatility, Is The Market About To Fall Out Of Bed?
The bulls are NOT done just yet…. 2-17-23 SPY/ ES Futures and Tesla Weekly Recap and Analysis
3.6k to 43k in a week. Got lucky and got SPY puts when it peaked. PPI announced and was deep in the money.
Is there anyone who holds or entered bullish positions today?
Mentions
this week was supposed to be CPI and PPI data coming out but didn't because of gov shutdown
Yall know those PPI numbers would have crushed the market even more today
Too much movement premarket, IV higher because of PPI
Any core PPI plays? I'm grabbing some 665p 0dtes
Yeah but I also read they only moved CPI not PPI.
🔸 U.S. September PPI Due 8:30 a.m. ET Delayed Due to Government Shutdown 🔸 U.S. Jobless Claims Due 8:30 a.m. ET Delayed Due to Government Shutdown 🔸 U.S. September Retail Sales Due 8:30 a.m. ET Delayed Due to Government Shutdown
Perma bear here! On the days following Liberation day I was foolish enough to think it would continue to sell off. All the gains I made from liberation day, while I did realize those gains I put back some of the funds to continue shorting. So I kept a small position and watched the news and markets. As time went by, I noticed that the market was completely unphased by all the bad news from jobs data, CPI and PPI indexes. I kept saying to myself that at some point the market has to realize that our economy is on the tipping point of no return. But the market just kept chugging along. By September I realized that nothing is stopping this market and I finally capitulated all my shorts. I realized that trying to time this crash that would occur would be impossible. I missed out literally months of gains that I could have gotten from April till now. Ever since September I have been switching my positions to longs and calls and so far I've been making actual money and recovering all my loses from shorts. I was always told, always to reverse market sentiment but this philosophy is ultimately wrong. And it only works for reverse down turns. Buying when the market is down as it will ultimately recover at some point. So I guessim a permanent bull now. Nothing in this market makes sense but I might as well make some money off it
You guys do know PPI, Retail sales & fed speakers tomorrow right? Overnight won’t mean jack until around 8:30AM EST. But if PPI & Retail Sales are in line with the Beige Book from today. We could rally in pre-market.
Didn’t sell my 10/17 spy calls today down on it 4%. Have a good feeling about tomorrow with PPI coming out. If it’s good the market will pump and if it’s bad the market will still pump cause it’ll all but guarantee another rate cut. Just my thoughts
Are we getting PPI in the morning? I see it's back on the FJ economic calendar.
Probably wait until the PPI news Thursday 8:30am
do we get PPI on thursday or no
KEY U.S. ECONOMIC DATA AT RISK AMID GOVERNMENT SHUTDOWN 🇺🇸 🚨 Data not expected to be released: * Consumer Price Index (CPI) * Producer Price Index (PPI) * Jobless Claims * Retail Sales * Import/Export Price Index ⚠️ Uncertain releases: * Energy reports from U.S. Energy Information Administration (EIA) * Housing data
Friday was a wild red day, I hope it didn’t hurt your account. So next week we have banks earnings and a new earnings season is starting, which is exciting. We have Fed Chair Jerome Powell speaking on Tuesday 12:20PM EST. We also have CPI and PPI data with banks earnings, so trade with caution. **Tuesday 10/13:** - Fed Chair Jerome Powell Speaks (12PM EST) **Wednesday 10/14:** - CPI (MoM) (Sep) - Core CPI (MoM) (Sep) **Thursday 10/15:** - PPI (MoM) (Sep) - Core Retail Sales (MoM) (Sep) - Retail Sales (MoM) (Sep) - Philadelphia Fed Manufacturing Index (Oct) - Initial Jobless Claims - Crude Oil Inventories **Friday 10/17:** - Nonfarm Payrolls (Sep) - Unemployment Rate (Sep) - Average Hourly Earnings (MoM) (Sep)
Imagine seeing the market at all time highs in the middle of a government shutdown where the unemployment rate, CPI, PPI, retail sales, durable goods orders, GDP, personal income and spending (including PCE inflation), housing starts, building permits, new home sales, factory orders, business inventories, etc aren't being reported... and not buying puts.
Friday was a wild red day, I hope it didn’t hurt your account. So next week we have banks earnings and a new earnings season is starting, which is exciting. We have Fed Chair Jerome Powell speaking on Tuesday 12:20PM EST. We also have CPI and PPI data with banks earnings, so trade with caution. **Tuesday 10/13:** - Fed Chair Jerome Powell Speaks (12PM EST) **Wednesday 10/14:** - CPI (MoM) (Sep) - Core CPI (MoM) (Sep) **Thursday 10/15:** - PPI (MoM) (Sep) - Core Retail Sales (MoM) (Sep) - Retail Sales (MoM) (Sep) - Philadelphia Fed Manufacturing Index (Oct) - Initial Jobless Claims - Crude Oil Inventories **Friday 10/17:** - Nonfarm Payrolls (Sep) - Unemployment Rate (Sep) - Average Hourly Earnings (MoM) (Sep)
Next week would be a busy data week in the absence of a government shutdown. But should it continue, the release of CPI (Wed), PPI, claims, advance retail sales (all on Thu), and housing starts (Fri) data will be delayed. A handful of Fed data will be available, however. We'll get the NY Fed Empire Manufacturing survey, Chicago Fed Retail Trade Summary, Beige Book (all on Wed), Philly Fed Manufacturing Survey (Thu), and industrial production (Fri). The FOMC Blackout period begins on the 18th. Prior to that, we’ll hear from Paulson (Mon), Powell (Tue), Bowman (Tue), Collins (Tue), and Waller (Tue, Fri).
all the bad news that didn't matter will matter a lot now Fed employees furlough, ATC pay stopping next week, gov shutdown drags on, PPI/CPI waiting, Fed meeting waiting, jobs data, SCOTUS ruling for tariffs. A lot riding for the next 30 days or so
This is a list of economic reports that the government provides consistently and now will not provide during the government shutdown: Key economic reports that typically aren't released include nonfarm payrolls, the unemployment rate, CPI, PPI, retail sales, durable goods orders, GDP, personal income and spending (including PCE inflation), housing starts, building permits, new home sales, factory orders, business inventories, the international trade balance, the JOLTS report, the Employment Cost Index, construction spending, and the advance economic indicators report. So yeah... investing at all time highs when things are at all time uncertainty? Not the move for the day. Tha k god I bought puts. Thanks for coming to my Ted talk.
re-open the gov before CPI and PPI next week. Dare ya
BLS shut down is super bullish ... .. who the f needs to know CPI or PPI or Jobs
they won't open the gov until CPI and PPI data date is passed next week
I'm not that kind of AI, buddy. But if you're talking about the Producer Price Index (PPI), my data shows it just took an unexpected -0.4% dive, significantly missing the 0.2% growth forecast [investing.com](https://www.investing.com/news/economic-indicators/unexpected-decrease-in-ppi-signals-possible-bearish-trend-for-usd-93CH-3981393). So, the opposite of a 69% increase. Maybe you should be asking for puts on PP. --- *^(This comment was generated by google/gemini-2.5-pro)*
Rising stock prices is inflation. Asset inflation is inflation. But it doesn't show up on CPI or PPI
We have CPI, PPI, Consumer confidence, and JOLTs, all coming out tomorrow, bad reports could bleed into higher risk stocks. Be cautious!
Meh, I have no reason to doubt these numbers for the time being outside of a lot of the inflation numbers being estimated now. Pretty sure it pretty much aligns with CPI/PPI. The reality is, is until proven otherwise, it's unlikely the same thing that bit down on Biden also bites down on Trump. I think inflation keeps grinding higher for 12 months, but never gets anywhere close to rate hike territory, at least for 2025 world. The more likely thing to bite down on Trump/MAGA would be an AI bust that hits the Nasdaq hard and this time it doesn't recover to a new record in a little over 24 months.
I swear we got PCE PPI PMI BMI something or the other ever F ing day
With GDP, CPI, and initial jobless claims on thursday then PPI friday, its gained at least a 1% chance after Powell speech.
Sept CPI and PPI print in Oct has the chance to do the funniest thing possible
GDP and CPI thursday. PPI friday
Find stock oversold on the daily/4hr chart. Use a handful of your favorite indicators. Chart the last 18–24-month trend. (Highs and Lows). Use your favorite patterns. (85%+ confidence interval) Look both ways before crossing street: PPI/CPI, Fed rates, Macro/Micro variables, Company market share, recent QR reports, revenue/margins trajectory, good guidance, institutional price targets, + gut feelings. Buy calls 4-8 weeks out at 50% the difference between current price - projected price. Dollar Cost average across the first 1/3 of time value. If you arent green by 1/2 of time value, check the pattern, re-evaluate, cut losses or average down. No emotions. Remember, no stock will go green green green or red red red forever. Dollar cost averaging with sufficient solvency and time value will ALWAYS profit. See you at the bank.
I remember answering this for you once (Same day as the PPI report where the whole market withdrew for rate-cut fears until Jackson Hole). And you just said "so what dont care anyways btc sucks" lol
Interesting PPI data. The 0.1% decline suggests some stabilization in producer prices. The core inflation (excluding food/energy) rising 0.3% indicates underlying economic strength. The 2.8% annual increase is significant, showing persistent inflationary pressures. This could influence Fed decisions on interest rates and signal continued economic recovery.
Trump has been pushing the Fed hard to cut rates more aggressively but the Fed is trying to balance maximum employment and inflation. While the Fed would like to cut rates faster, any decision they make is very data dependent. With tariffs just starting, it’s still unclear how much of the tariff costs will be pushed down to the consumer. If 4th quarter data comes in with higher PCE, CPI, and PPI, that could put put the brakes on additional rate cuts. For now, consensus seems to suggest we’ll see between 25 and 50 basis points this year. But again, if the Fed cuts more, and to what extent, will be dependent on employment numbers and inflation numbers.
Sept PPI & CPI print in Oct has the chance to do the funniest thing ever. It will be game over if they come in hot next month
We got 0.5 in April And a 0.9% in PPI in August
Up 40% on spy puts this morning. Think I'm going to sell and sit out the 2pm. Maybe trade the presser a little. I'm too much of a pussy to hammer otm calls but I still really feel like a 50bps cut is coming. Inflation risk to the upside is mostly subdued with tariffs being stable and possibly getting partially killed anyway. High end consumers are carry the spending. PPI cooled. Regular people are going to keep getting hammered on rent and electricity but it is what it is. I think they're scared of how rapidly the labor market is deteriorating and are going to want to give it a nice kick.
Because Jerome literally just said 3 weeks ago that they're more worried about jobs than inflation (and no, inflation is not "up big," talk to me when we see our first 0.5 MoM inflation read on CPI or PPI). The solace you can get from this if you really didn't want the FOMC to be helpful for Trump is that your skepticism should be high that 10's actually fall further than this.
There was clearly a pivot communicated at Jackson Hole. I think you see 9 votes for 25bps, 1 dissent to hold, 2 dissents at 50bps. What will be more interesting will be the dot plot. We know the jobs market is getting weaker. We know PPI which is a forward indicator for CPI is flat lining. It's very reasonable to expect a cut. Imo you're throwing away $225.
Its been lagging behind waiting for confirmed rate cuts for nearly a month now, since that August PPI. Things may finally get wild again starting tomorrow.
The last time the WH brought it up was just coincidentally the morning of that awful August 14th PPI report. Just shit timing lol
Its been in a total holding-pattern since the August PPI, totally detached from the general momentum of the stock market until rate cuts are confirmed or not.
Today's data says the US consumer is still stronger than expected, and price index data revealed that inflation continues to creep higher than expected. So much for those cool PPI #s. Forget about 50bps tomorrow or three cuts this year. Fed isn't going to cave on the fight against inflation a few steps shy of the finish line given the data we have so far.
Oh yeah, is that why CPI and PPI are still trending high?
CME fedwatch has pretty much never been wrong the day before FOMC meeting. The federal reserve rarely surprises. >There needs to be 7/12 governors to vote for a cut. You tell me, considering only 2/12 voted for a cut last time, how they get the other 5 votes when the current board is neither hawkish nor dovish, but pragmatic. The new data is way more significant than you think. Before this data was amended, the federal reserve was adamant that the labor market is very strong. The new data suggests a labor market that is weakening significantly. It's not unreasonable to think a small cut is justified as a result of substantial labor market issues. Also, PPI DROPPED last month, which is another indicator that inflationary pressures are subsiding.
Seems like JPOW is an incrementalist. He’d probably like to wait on a cut but the weaker jobs numbers are giving him an excuse to cut. On the other hand, tariffs are beginning to ramp, and it’s still unclear what increased costs will be eventually pushed down to the consumer. IMO, JPOW not going to surprise the market and the market is expecting 25bp. Hopefully PCE, PPI and CPI numbers hold up because untimely I think inflation is the biggest risk to the economy.
Trump 2.0, thus far, has been objectively negative for the average American based on economic data pertaining to inflation, CPI, PPI, consumer and corporate expectations from various surveys. The list goes on. Enjoy!
Since that August 14th PPI report, this last month has felt like a fuckin YEAR.
I've been tracking similar vol plays and the key is getting the timing right with these macro releases. The PPI miss definitely changes the game for rate-sensitive names. Have you looked at Tiger Options for executing these multi-leg strategies? Their platform makes it easier to manage the Greeks on strangles.
Expectations were 1% until last months 3% PPI was triple expectations lmao. Expectations instantly hike to 3% bc Ppi leads CPI and now it meets expectations. CrAzY!
1/ FED dont give a shit about PPI which is the least favored method \#1 is PCE => sticky hot \#2 is CPI => Sticky hot And also, to be more specific, FEd don't give a shit abou Headline PCE and CPI, too. They only makes decision based on #1 Core PCE and #2 Core CPI
Some of the rational for the rally is the expectation of three cuts this year. Price stability isn’t as bad as most thought it would be with tariffs, and even though the labor market is struggling, 4.3% unemployment isn’t horrible, but is enough to get the FOMC to start reducing the FFR. PPI came is WAY lower than expected. Many believe that a lower CPI and PCE will eventually follow. Core PCE is the metric the FOMC favors so watch for unexpected increases there. The absolute worse that could happen would be inflation going up while growth slowed and labor struggled. That’s the disaster that would cause capitulation.
I think every 0.25% translates to 4% market revaluation. The US dollar didn't lose much value this quarter but expect further devaluation moving forward, PCE is trending significantly higher, the PPI for August is a fake out IMHO, maybe companies were using inventory and didn't repurchase new inputs in hope of some tariff suspensions or a Taco mood swing. Stagflation has arrived, but select equities are likely still performing much better than bonds or treasuries.
Inflation due to tariff taxes, not traditional inflationary trend. Discounting the CPI/PPI numbers for this reason, the Fed will likely base their decision on the job market, which is tanking… thus, rate cuts are reasonable and will improve investor confidence. Bank stocks will lead.
Bro that’s just not what the numbers say: • CPI Aug 2025: +2.9% YoY → basically stable, not “surging.” Gasoline –6.6%, fuel oil –6.5%. The sticky stuff is shelter (+3.6%), utilities (piped gas +13.8%), medical services (+4.2%). • PPI: ~+2% YoY → way down from the double-digit 2021 spikes. • Jobs: Unemployment ~4%, which is historically low (average since 1950 is ~5.7%). Weekly jobless claims still under 250k. Labor force participation steady at ~62.7%. • Wages: Up ~4% YoY, moderating from 6%+ in 2022. • GDP: U.S. grew ~2.5% annualized last quarter. That’s stronger than Europe or Japan right now. • Manufacturing/Capex: Record reshoring — $200B+ announced in semis, EV batteries, and clean energy plants. FDI into the U.S. still the highest in the world. • Trade: Dollar still king. ~90% of global FX transactions involve USD, ~60% of global reserves still in USD. No sign of countries “trading around us” in a meaningful way. So no, jobs aren’t “collapsing,” CPI/PPI aren’t “spiraling,” and global capital hasn’t abandoned the U.S. The actual problem is sticky domestic costs (housing, utilities, services) — not some economic death spiral.
[Because prices](https://twitter.com/NickTimiraos/status/1966314642151440508) of a few items that have a bigger weight in the PCE than they do in the CPI posted meaningful *declines* in August, there's a bigger gap or "wedge" between the core PCE and the core CPI last month Forecasters who map the CPI and PPI into the PCE expect core prices in the Fed's preferred gauge rose around 0.20% last month (vs. 0.35% in the CPI). That would hold the 12-month rate at 2.9% Core goods, in particular, are expected to have declined in August for the PCE; they rose in the CPI. Headline prices are expected to have picked up 0.24%, pushing the 12-month reading up to 2.7% - Nick Timirao
Got leaps of GDX as a hedge against horrible PPI and CPI numbers. Numbers not that bad but GDX still $$$$$. I’m loving it!
Crypto went into submission waiting for relief on whether or not the markets would remain risk-on, following that high August PPI report. Well all September, the markets are ripping up, PPI was cold, CPI came in expectedly tame compared to August, and poor unemployment all but sings that the Fed will want to do their duty and begin rate cuts. Crypto is regaining its confidence, and if the FOMC announces cuts, there's a lot of catchup to do. We may very well see 130k BTC by the end of the month.
It has been proven again and again: rate change > CPI + PPI + job report The stock market surges today because we may have 0.5% rate drop next week.
Core PCE is the fed's preferred metric, Core CPI tracks it closer and was in line, PPI was cool yesterday. We had months of downward inflation surprises, and last month was warm largely due to [portfolio fees](https://pbs.twimg.com/media/GyZYxMoWMAUP8Jn?format=jpg&name=900x900)—which [happens](https://pbs.twimg.com/media/GzhVb6aWwAAYN9H?format=jpg&name=medium) when stocks surge—which happens when you have inflation that undershoots and decent to hot [growth](https://www.atlantafed.org/-/media/Images/cqer/research/gdpnow/gdpnow-forecast-evolution.gif). Core goods account for less than 6% of the total PPI index and 20% of CPI. This is also true if you measure by GDP, employment, sales, etc. And only a fraction of that is from overseas. Maybe the "bolus" from that 6% everyone is waiting for is still to come, but everyone has figured out tariff boluses (or any tax) are, by definition, one time step-ups and small compared to the other 80-94% of the economy. Tariffs as the main macro driver has been over for months. Weekly and monthly jobs was cold. Overall this just confirms the Fed can focus on the employment side of their mandate, which markets have been sniffing out for a while.
Core PCE is the fed's preferred metric, Core CPI tracks it closer and was in line, PPI was cool yesterday. We had months of downward inflation surprises, and last month was warm largely due to [portfolio fees](https://pbs.twimg.com/media/GyZYxMoWMAUP8Jn?format=jpg&name=900x900)—which [happens](https://pbs.twimg.com/media/GzhVb6aWwAAYN9H?format=jpg&name=medium) when stocks surge—which happens when you have inflation that undershoots and decent to hot [growth](https://www.atlantafed.org/-/media/Images/cqer/research/gdpnow/gdpnow-forecast-evolution.gif). Core goods account for less than 6% of the total PPI index and 20% of CPI. This is also true if you measure by GDP, employment, sales, etc. And only a fraction of that is from overseas. Maybe the "bolus" from that 6% everyone is waiting for is still to come, but everyone has figured out tariff boluses (or any tax) are, by definition, one time step-ups and small compared to the other 80-94% of the economy. Tariffs as the main macro driver has been over for months. Weekly and monthly jobs was cold. Overall this just confirms the Fed can focus on the employment side of their mandate, which markets have been sniffing out for a while.
So how much do we trust these CPI/PPI figures vs these every changing unemployment numbers?
We found out jobs for the last year total lie. Market pumps. After finding out the data is a chronic lie, we get a bullish PPI, largest single day megacap movement in oracle on a promise, political motivated assassination and violation or polish air space. Market pumps. And for some reason, there are many of you, who then went and bought puts for today. Because "CPI is totally gonna crash it". Well CPI higher, Market pumps. Ber mind must be studied 🤔 why no pattern recognition?
"Powell is a total disaster, who doesn't have a clue." after yesterday's PPI numbers. The irony of it all
I´ve heard one possible theory why the PPI can be so much cooler and still plausible. If demand crashed. That would of course open a whole new can of worms.
CPI up PPI down, thats why earnings have been good, BULLISH
This data is fake, but the negative PPI is very real and very straight
The CPI print isn't bad given the positive PPI data which provides insight into the next CPI
Assuming they cook CPI like PPI. Calls on government corruption
If CPI looks too good to be true (especially right after the “cooked” PPI), markets may initially rally but fade quickly once traders start questioning credibility. Big money will ask: If inflation is truly falling, why are oil, shipping costs, and corporate pricing still sticky? The second-day reaction might be more telling than the first.
CPI probably priced in. PPI didn't move shit yesterday.
Negative PPI, let’s go with negative CPI as well!
I suddenly realized, PPI is polling domestic manufacturers, Those international trade cos are not participating the survey. PPI drop is a bad thing. The order is not coming back to local producers.
I got some puts for tomorrow's CPI. My thinking was that if PPI was low, it's got to show up in CPI, or else where the fuck is the money coming from? Here is my plan. If CPI is high and we don't dip, I sell the puts at a loss and go calls for the next month at least, because apparently no one will give a shit about inflation as long as cuts are on the table. If CPI is low, I sell the puts at a loss and go calls for the next month at least, because apparently I'm not actually paying more for everything, that's just my imagination, so I'll need some money from calls to pay for my psychiatric evaluation. If CPI is high and we do dip, I still sell the puts at a loss because I'm a cowardly paper handed bitch.
Only gone if you sell ;) This stock can't hold any gains. Tomorrow is a very volatile day with CPI, CPI probably will come in hot causing it to dump. Even if CPI is good, like PPI today we saw how fast it dumped into the negatives.
Btw, wasn't CPI always before PPI? I'm not crazy right?
Most likely, they picked the absolute worst date to announce this. CPI tomorrow will prob diminish all returns, similar to PPI today. We saw a run up to $6.50 then boom $5.7. Probably same again.
9/11 never forget PPI inflation isn't hot enough to melt steel beams, you guys
I saw some discussion that PPI was low due to trade services (international shipping ports and stuff) specifically being way down. So conventional wisdom would say that CPI is independent from that, as average consumers don't do much business international port services. Buuuut everything has been sort of unconventional as of late, so who the fuck knows what'll happen.
CPI won’t be bad, will it? PPI wasnt too bad
Depends on CPI data! PPI were surprisingly good. Might take a little breather and wait for dust to settle just a bit! Any stock tip to earn $110bn+ like this good'Ol Larry!?
I remember selling because I didnt think id get lucky enough after the AVGO and SPX calls last thursday into Friday, then monday happened where I got away with double dipping on the 6510s again, tuesday I was down 1.6k on those 6565s (roughly half what i put in) but I held through and at 4pm it shot up to +1.7k and I said fuck it thats gotta be a good sign for PPI. It was and banked that. Then today outside that, I made 310 off spx puts, and finally only have a 500$ gamble for cpi going down tomorrow. 13.1k settling, and 10 of which is getting pulled out. Fridays wins already paid for a trip to Colorado next weekend then I win another 8k after that. This week's been WILD.
> PPI -0.1% MoM, Exp. 0.3% > > PPI Core -0.1% MoM, Exp. 0.3% > > > > PPI 2.6% YoY, Exp. 3.3% > > PPI Core 2.8% YoY, Exp. 3.5% The BLS stopped keeping track of a whole shitload of indexes, precisely to get the numbers they wanted. https://www.bls.gov/ppi/notices/2025/bls-to-discontinue-selected-ppis.htm
> August producer prices fell 0.1% Yeah, because the BLS dropped 350 different items from the PPI index. There's no inflation if you don't track prices after all. https://www.bls.gov/ppi/notices/2025/bls-to-discontinue-selected-ppis.htm
First job revisions. And then a blatantly fake PPI. Today was MM’s punishing traders that don’t understand financials.
You should be. Inflation will move from PPI to CPI. But maybe that won’t worry the markets too much, since PPI is what the FED looks at. On the other hand: stagflation worries?
Swinging QQQ puts for CPI. They probably cooked the numbers like PPI.
People buying calls just because PPI sent the market flying have no idea what is in store for them tomorrow. Just watch.
So you’re telling me a softer PPI print, paired with rising odds of more rate cuts, isn’t sending stocks higher? Hmmm time for >!puts!<
Uhh why SPY not moon after PPI not coming in hot?
Nearly a MILLION in job revisions. We had a -.1% PPI print after a .7% print. And market goes down… MM’s aren’t stupid and neither is JPow. If Trump tries this shit again tomorrow, zero rate cuts.
Tomorrow PPI looking the same as todays.
I would not say they are useless. RSI works in a range bound market. Let's RSI hits 70 or 30 without any vol. That is a high probabltiy setup in a range bound market. Nothing works in a validate market like during a FED meeting... PPI...
How is tmr's PPI expected to look?
Except you said my last comment aged poorly because of the PPI data that had come out. Lmao. The CPI last month came in below expectations too.