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
Not sure where you saw that, but a 3% SWR starting right before Black Tuesday would still have lasted at least 60 years. A 30 year retirment would have succeeded up to 3.81% SWR. Here's a table of the maximum values (assuming a $1000 initial portfolio, just for simplicity): |**Pay Out Period**|10 Yrs|20 Yrs|30 Yrs|40 Yrs|50 Yrs|60 Yrs| |:-|:-|:-|:-|:-|:-|:-| |**Optimal Stock Allocation**|48%|66%|74%|77%|82%|85%| |**Investment Expenses**|0.20%|0.20%|0.20%|0.20%|0.20%|0.20%| |**Inflation Index**|PPI|PPI|PPI|PPI|PPI|PPI| |**Max. Initial Inflation Adjusted****Withdrawal Rate**|8.47%|4.78%|3.81%|3.54%|3.35%|3.24%| |**Survivability**|100%|100%|100%|100%|100%|100%| |**Pay Out Periods****Examined**|120|110|100|90|80|70| |**Median**|$ 690|$ 1,509|$ 3,977|$ 7,777|$ 16,434|$ 42,697| |**25%**|$ 440|$ 1,050|$ 2,591|$ 5,132|$ 10,833|$ 23,898| |**10%**|$ 181|$ 702|$ 1,607|$ 2,856|$ 9,099|$ 16,609| |**5%**|$ 79|$ 493|$ 1,313|$ 2,465|$ 6,311|$ 13,926| |**Min**|$ 0|$ 1|$ 1|$ 44|$ 9|$ 27|
I suspect tomorrow or even tonight we will get rebuttle from EU officials saying they haven’t agreed to shit with Trump (why would they he changes his mind every 5 minutes) Also PPI numbers going to make everyone remember everything actually sucks still
Let’s argue point for point: - I never talked about importers, I talked about consumers. So basically what I said it is that companies and foreign exporters absorb the tariffs. So, as long as the **entire** cost is not passed to the consumer, it is a net profit for the average citizen. The article says 4%, but that does prove my point, as long as it is over 0, that means you are actually profiting from it, it is money coming in the US, doesn’t matter if it is 1% or higher, it is a net positive influx. - I answered that in the past point but, if the companies, even if American, absorb the tariff, even only 1% (it is probably way higher), the average citizen, so not the billionaire or the entrepreneur, is giving 99 cents to get a dollar, it is just increasing taxes on companies. - That number could be wrong, the official number states 300B, increasing (almost) every month, December I think was 30B. I answered the last issues previously. What I say is also proven by official data, PPI (November) was at 3% while Cpi is at 2.7%, since the target is 2%, PPI is 30% over CPI, that means (simplification) that companies are absorbing 30% of the costs. Otherwise how do you explain a PPI higher than the CPI, something that is quite odd. I don’t base my decisions on that, because I don’t invest in sectors really affected by tariffs, I mean I do because I buy the S&P500, but that’s just a buy and hold, my active part of the portfolio is in single stocks not affected by tariffs. However, I do not invest in following people’s on Reddit advices, otherwise I would have sold in April, right at the bottom of the S&P, when everybody was panic selling, thinking that Trump would destroy the world.
I don’t see gold declining rapidly, but instead it will likely continue steadily appreciating. CPI will decrease but I foresee PPI remaining elevated and accelerating slightly. Neither of these are bullish for the economy. Capital gets tied up in precious metals, consumers continue to pull back from discretionary spending and also spend less on basic necessities like food and housing.
Well I’ll answer your question but you’re trying to do the libtard thing of moving the goalposts until you think you made a point. First, acknowledge that there is objectively no inflation. Second, the foreign businesses pay the tariffs. Read the article below since you can’t find this readily available information on CNN: Myth 1: Tariffs Cause Inflation and Economic Disaster Some economists continue to invoke Smoot-Hawley or claim modern tariffs are catastrophic, but today’s data simply doesn’t match those scare stories. “Last time we had tariffs this high was the infamous Smoot-Hawley Act, with the Depression era Smoot-Hawley Act. And if that doesn’t give you a hint about what this does, nothing else will.” – Justin Wolfers, University of Michigan Economist, MSNBC “This is the biggest policy mistake in 95 years. An unforced error. Did not have to happen.” – Jeremy Siegel, Wharton Finance Professor, CNBC Reality check: If tariffs caused “economic disaster,” inflation wouldn’t be at 2.9% — it would look like 2022 all over again. Inflation data does not support these dire warnings. CPI rose just 0.2% in August, while PPI actually declined. As shown in Figure 1, Inflation today is running 63% below the 2022 average and even just below January 2025 inflation levels, hardly the sign of an “economic disaster.” FIGURE 1: Why is this happening? Perspective is key. Goods imports account for only 11% of U.S. GDP. In 2024, GDP was $29.18 trillion [16], while goods imports totaled $3.3 trillion [17]. Even a sizable tariff on this relatively small slice of the economy cannot drive overall inflation when far stronger forces are at work — namely credit growth and supply shocks. The true drivers can be seen during inflation heavy years like 2022. Average inflation in 2022 was 8%, the highest in four decades. That surge wasn’t caused by tariffs. It was fueled by a COVID-era credit and money supply explosion [18] [19]. Banks pumped trillions into unproductive lending while lockdowns shuttered factories and emptied shelves. When all that new money met collapsed supply, prices spiked. Inflation follows excess money and credit, not tariffs. Myth 2: Tariff Costs Are Passed Directly to Consumers Critics also argue consumers bear nearly all tariff costs, but the August CPI tells a different story. “In most cases it is actually the American consumer, companies or individuals paying it. We’ve had tariffs since trump was in office the first time and the vast major of studies have shown that Americans paid about 95% of that tariff.” – Scott Linicome, Cato Institute, PBS “All of this is going to make their life more expensive.” “Tens of billions of dollars that US companies are paying will pass down to consumers.” – Jared Bernstein, Biden White House Chief Economist, CEA Chair, MSNBC Reality check: The biggest inflation increases for consumers came from goods and services untouched by tariffs. If 95% of tariffs were passed through, autos and steel would be leading inflation. They aren’t. August inflation shows this is not the case. Americans are paying more for certain goods and this is a problem that needs address. But the drivers of price increases for everyday Americans were not tariffed items. They were items such as: Shelter (+0.4%) — housing shortage and high mortgage rates. Airfares (+5.9%) — labor shortages and fuel costs. Beef (+2.7%) — drought and cattle disease. Eggs (+10.9% YoY) — lingering effects of avian influenza. Electricity (+0.3%) — data center demand and energy input costs. These are domestic bottlenecks, not tariff-driven costs. Meanwhile, tariffed goods are holding steady: Autos: +0.3% (in line with overall CPI). Steel & Aluminum: +0.4% (stable). Electronics, pasta, olive oil: essentially unchanged. If tariffs were automatically passed through, these categories would be driving inflation. Instead, they are either average or flat, while non-tariff sectors dominate price increases. Another reason for this is that foreign firms are increasingly absorbing the burden of U.S. tariffs, holding down prices to preserve market share and avoid alienating American customers. Companies from Japan, South Korea, China, and Europe have cut export prices, accepted thinner margins, or drawn down inventories rather than pass higher costs directly onto shoppers (Figure 2). Their current healthier balance sheets and larger profit margins compared with Trump’s first tariff war have made it possible—at least for now—for overseas suppliers to shoulder much of the impact. In addition, America’s retail giants have used their market power to shift tariff costs onto suppliers. Walmart, Amazon, Costco, and Home Depot have leaned on vendors, from global brands to contract manufacturers, to absorb higher import costs in order to keep prices steady for consumers. Consolidation, the rise of private labels, and sheer buying clout have allowed these retailers to preserve margins while limiting pass-through to shoppers, leaving suppliers squeezed even more than customers.
PPI for final demand was 0.2 a big nothing. Will see in 2026 won't we.
If you want to stick to what has happened, then inflation was headed down until the tariffs were introduced and then it started heading up. I can’t understand this for you, if you can’t understand that the tariffs haven’t even fully hit and aren’t about to “fall off” I can’t help you. PPI from this read is showing businesses are paying more, they currently aren’t passing along the tariff costs in full until they see what the Supreme Court does with their ruling, if they don’t nix the tariffs, the companies can’t hold those costs back forever and they’ll come roaring back in 2026. Maybe if trump had actually done the tariffs in April as laid out it would be a one time hit but this is a multi year event. Remember there are other sectors he put off for a year so once the next wave hits in early 2026, we’ll have more coming in later in 2026 and into 2027. Effectively the US consumer will pay more and costs will rise for everyone for the same product. Never thought you would see republicans actively cheering on a tax increase but here we are.
It actually isn’t, we were at 2.4% and falling in April and then guess what, suddenly we were at 3% for most of the rest of the year. and now we’re at 2.7% with expectations we’re headed back towards 3% depending if the Supreme Court rules the tariffs are illegal. Hint if they allow them to stay inflation will go up since there is proof in the PPI that companies costs are increasing and most of them are holding it back until they see if the tariffs go or if they need really start passing costs along to the consumer. If you can’t read CPI/PPI prints and figure it out, I can’t help you but damn if you think tariffs are lessening inflation…well I just hope you aren’t in a job where you make any big decisions.
Come on, PPI could come at 0 and jpow still wouldn't cut. We see the game
PPI is still high, no way this dump stops anytime soon. Jobless claims coming in tomorrow morning. WSB to contribute to the numbers soon
IWM and metals pumping when rate cuts seem less likely with PPI so hot pretty illogical to me
What a crazy week CPI yday, SEC tariff ruling, PPI today, and now an Iran war is imminent and can happen anytime between now and Friday
PPI at 3.0%, CPI will soon reach it as well, bears will delight.
You forgot a high PPI read this morning especially among goods.
Oh ok that's why. PPI good = dump before V
did PPI get released? is that why we are red?
I am thinking that maybe that is why the market is down today and yesterday despite better than expected CPI numbers yesterday and better than expected PPI and Retail Sales today. But who the fuck knows...
Damn, the PPI priced in yesterday is getting repriced in.
They make PPI data intentionally confusing so you can't understand it and don't know what to do with it.
lol PPI no matter anymore but sensational news is wat we are betting on now,,m stock market is not forward anymore it is cooked lol
High PPI and soft CPI tells me producers are eating the costs so time to short US industrials again
So they fudged with CPI but not PPI? Now my PP is igh
US November PPI rises 0.2% MoM and 3% YoY, slightly above expectations; core PPI steady MoM, up 3% YoY.
US PPI YoY Actual 3% (Forecast 2.7%, Previous 2.7%)
Retail Sales (MoM) (Nov) 0.6% vs 0.5% EST Core Retail Sales (MoM) (Nov) 0.5% vs 0.4% EST PPI (MoM) (Oct) 0.2%
Since the PPI report comes from the BLS, I bet the numbers are going to be really positive.
Alright PPI bring us back to flat
I’m smooth brain and new so apologize but PPI comes out tomorrow right?
He's literally fucking with people. Nikkei is now up 1.6%. If PPI is good tomorrow (which I think it will be). tomorrow is going to be very green. that Melvin owns puts.
You really want an answer? The point is it did, that’s why the market fell first thing for an hour or two but eventually people began thinking and realizing, 1) It’s Monday, always an up day 2) The DOJ has been politizied by Trump and Pirro will do anything for Trump on her knees 3) Powell kicked Trump in the balls on live TV Which really upset him so this is payback 4) it would take months for any criminal indictment if they could even find anything 5) it was all bullshit so let’s buy before everyone else figures it out since the markets down 200 points And that’s why the markets shrugged it off. Now watch out for the PPI report tomorrow, actually more important than the CPI
It's possible. Likely is PPI is good. Especially likely if tariffs are overruled.
Against all good judgement im holding my calls like the retard I am. Either im going down or PPI and the SCOTUS decision (I fuckin hope) brings me a new life.
PPI and possible Supreme Court ruling tomorrow
My tits would be GREASED if that happens. Ive got 7050s for friday I was trying to get some momentum off CPI PPI and SC ruling
CORE PPI will rise higher than expected. Bringing gold past $4700
Stop worrying about CPI, PPI, PCE, jobs report etc as if they still matter.
#Inflation and CPI numbers today. #Tariff decision and PPI number tomorrow. What are you plays for these?
Stop talking about CPI, PPI, PCE, jobs report as if they still matter. A. The numbers cannot be trusted. B. Powell replacement is cutting interest rates no matter what.
**Week of 1/16 Market News and Data** **Hello WSB members, we’ve got some important data this upcoming week, also earnings season is back starting this week with bank’s earnings reports. We’ve got CPI (Tue) and PPI (Wed) data coming out! **Monday 1/12:** - 10-Year Note Auction **Tuesday 1/13:** - CPI (MoM) & (YoY) (Dec) - Core CPI (MoM) & (YoY) (Dec) - New Home Sales (Oct) - 30-Year Bond Auction **Wednesday 1/14:** - PPI & Core PPI (MoM) & (YoY) (Nov) - Retail Sales (MoM) (Nov) - Core Retail Sales (MoM) (Nov) - Existing Home Sales (Dec) - Crude Oil Inventories **Thursday 1/15:** - Philadelphia Fed Manufacturing Index (Jan) - Initial Jobless Claims - S&P Global Manufacturing PMI (Jan) Have a great week WSB members
**Week of 1/16 Market News and Data** **Hello WSB members, we’ve got some important data this upcoming week, also earnings season is back starting this week with bank’s earnings reports. We’ve got CPI (Tue) and PPI (Wed) data coming out! **Monday 1/12:** - 10-Year Note Auction **Tuesday 1/13:** - CPI (MoM) & (YoY) (Dec) - Core CPI (MoM) & (YoY) (Dec) - New Home Sales (Oct) - 30-Year Bond Auction **Wednesday 1/14:** - PPI & Core PPI (MoM) & (YoY) (Nov) - Retail Sales (MoM) (Nov) - Core Retail Sales (MoM) (Nov) - Existing Home Sales (Dec) - Crude Oil Inventories **Thursday 1/15:** - Philadelphia Fed Manufacturing Index (Jan) - Initial Jobless Claims - S&P Global Manufacturing PMI (Jan) Have a great week WSB members
CPI and PPI this week 700 is guaranteed
Powell news last night. Tariffs decision possible Wednesday. CPI and PPI reports. January expiration Friday. What could possibly go wrong if I start a new position today?
Jeez, buy the dip was real quick.. Also, market is going continue to ignore trump. A lot of bullish news is coming out this week. CPI, PPI, and possible tariff ruiling on 15th.
CPI, PPI, jobless claims. Feels like a pivotal week
I was just thinking this week might be special for gold just because of the potential JPOW investigation,SCOTUS tariff decision, potential war in Mexico Columbia and Greenland and unrest in Iran with CPI/PPI numbers being released this week to. However London bullion open tonight should reveal how authentic this pump is, which right now looks unstoppable!
Not worried. Bad jobs is expected as we've seen with all prior releases. CPI and PPI won't change much as we are comparing high inflationary times to current high prices. Plus energy is way down. If you're right about pullbackn I still stand by individual stocks. I don't day trade and rarely buy weeklies.
Yeah,I’m sure those trillion dollar companies are pretty lax about entrance security, opsec, and PPI protection, sure just come behind the wizard of Oz style curtain, and you’ll see the family of hamsters running in a wheel that power Zuckerberg.
With CPI and PPI coming out 1/13, 1/14, you choose a strangle expiring 1/12. LOL.
CPI, PPI, unemployment, and tariff opinion next week (Likely) - Mega bullish week coming
Literally nothings changed. PPI and CPI will be fine due to lower demand lowering prices, and lower energy costs. Natural gas has recently plummeted, and there are no new tariffs, so expect future periods to remain consistent. If you're an investor you're fine. If you're a trader, then play both sides and stop caring.
Just because inflation is under expected, does not mean that: 1. Your prices didn't go up. Rather, they just went up less than economists predicted 2. Inflation fluctuations are spread evenly across the nation. Inflation has differing impacts regionally, as well as a divide in urban/rural areas. 3. PPI is just as important of a metric, as that tells the story (IMO) of whether CPI still has room to elevate. Producers don't want to send a big shockwave through the consumer market, so they are slowly increasing their prices to accommodate the increase in the price of producing goods.
I certainly do not. My experience as a ex-small business owner (sold it last after owning it for 20 yrs) is to only trust what the government says on anything with the tiniest of the tiniest grain of salt. For example, during the pandemic, PPI was reported around 9-11% but I was getting double digit price increases across the board every quarter from vendors that normally hardly increase their prices (ie 3-5% annually). One product’s price actually doubled lol. And my situation was not isolated as it was a common theme among other small businesses I know of and I knew a lot of them.
Imagine the PPI tomorrow is like "haha we just tricked JPow, inflation is actually up 2%"
>They did this even while not knowing the true economic numbers, amazing. To be fair, the Bureau doesn't *have* the true economic numbers because they were forced to shut down for ~45 days through October and November. If you look at their CPI & PPI methodology on their site, a lot of it is survey based. Pretty hard to conduct surveys for a given month while you have zero staff and zero funds for that entire month.
>First skipped pre-holiday inflation report in 12 years You've unfortunately read an incorrect headline. [This one, right?](https://www.rawstory.com/bureau-of-labor-statistics-report/) The article is garbage for a few reasons, but particularly here the PPI report *wasn't* skipped 12 years ago. The author has gotten confused with two employment reports (which you can actually tell because the link at the end of the article is about those employment reports, not PPI). The article also conveniently chose not to mention the *reason* the employment reports were skipped 12 years ago, which was ALSO a government shutdown. [You can see all the delays & cancellations after the 2013 shutdown here](https://www.bls.gov/bls/updated_release_schedule.htm), and compare them to the [delays & cancellations after the 2025 shutdown here](https://www.bls.gov/bls/2025-lapse-revised-release-dates.htm). Obviously the 2025 delays & cancellations are a lot worse since the shutdown was 3x longer, but it's the same principle — if you force the Bureau to shut down for weeks or months, of course they're going to have a backlog and be unable to collect some data for those time periods. Finally, if we're talking about inflation reports, "skipped" is extremely misleading. The press release for the October PPI data was cancelled (this is what the headline is about), but all the data itself will still be provided once they manage to put it together: >[BLS will not produce an October 2025 Producer Price Index (PPI) news release. BLS is collecting October reference period data on a delay due to the lapse in appropriations. BLS plans to publish October data with the November 2025 PPI news release on January 14, 2026.](https://www.bls.gov/bls/2025-lapse-revised-release-dates.htm#ppi_note) Additionally, more relevant to consumers are the *CPI* reports. Those actually *were* more significantly affected by the shutdown (so a lot of October data will be missing), but we're still getting the November CPI figures — and those are scheduled for release December 18th. So we are absolutely still getting inflation figures this month, and that will basically tell you what happened over Oct/Nov. (We'll lose some granularity about October vs November inflation, but we'll still know the cumulative amount of inflation, which is really what matters) Makes you think huh...
I agree with most your points. I will leave my portfolio in though, but reduce some positions to have extra cash. Money not lost is also a positive. Another point is that almost half the states are in recessions. Tarrifs havent been reduced, PPI is high and consumer is feeling as companies are passing the cost to citizens not their bottom line. There is strong chance of a recession in 2026 (in my opinion).
What numbers do you believe are being held back? We're getting the next CPI report on December 18th, we got a jobs report yesterday... even PPI for Oct is only delayed till Jan.
The next Consumer Price Index (CPI) report will be released on Thursday December 18th, having been delayed by 8 days after the government shutdown. The Bureau will also publish what data it has available from October at the same time, noting: >BLS could not collect October 2025 reference period survey data due to a lapse in appropriations. BLS is unable to retroactively collect these data. For a few indexes, BLS uses nonsurvey data sources instead of survey data to make the index calculations. BLS is able to retroactively acquire most of the nonsurvey data for October. >Where possible, BLS will publish October 2025 values for these series with the release of November 2025 data. BLS is still evaluating which series will meet publication criteria for October, but BLS expects the number of publishable indexes to be small. BLS will not publish an all items or an all items less food and energy estimate for October 2025. BLS cannot provide specific guidance to data users for navigating the missing October observations. Other notable upcoming (or nearby) publications include: * The [Job Openings and Labor Turnover report for October](https://www.bls.gov/news.release/jolts.nr0.htm), released today * The Employment Situation report for November (along with data from October), to be published December 16th * Consumer Expenditures annual report (2024/25), to be published December 19th * Productivity and Costs (preliminary) to be published January 8th * The Producer Price Index (PPI) reports for Octobe rand November, to be published January 14th
>Surely if the numbers were good then we'd have them being released? The numbers aren't even compiled yet. The PPI is calculated from a survey of producers, and the government shutdown meant the Bureau physically wasn't working during October; hence, they had not conducted the October survey. They are doing the survey now, but it's delayed: >[BLS will not produce an October 2025 Producer Price Index (PPI) news release. BLS is collecting October reference period data on a delay due to the lapse in appropriations. BLS plans to publish October data with the November 2025 PPI news release on January 14, 2026.](https://www.bls.gov/bls/2025-lapse-revised-release-dates.htm#ppi_note)
>I wouldn’t be surprised if the data collection and report generation are monthly batch jobs on a mainframe. The PPI is a [survey conducted with participating companies](https://www.bls.gov/opub/hom/ppi/data.htm). You're obviously correct that there's some automation involved, but there's also a ton of manual work to be done. And the "review" is not trivial; to give just one example of review that might occur: >All reported prices are analyzed using PPI computer systems, and price changes determined to be unusually large are flagged for further review by PPI analysts who verify the information before it is used in the calculation of indexes. These verifications include ensuring there were no material changes to product specifications, terms of transactions, or product substitutions. If any of these changes occurred, the reported price will be subject to a quality adjustment, which ensures comparability between the current and previous prices reported for the products. For a more detailed description of this process, see the calculation section. Do you actually think the entire BLS is just sitting around with their thumb up their ass watching survey data autopopulate into every spreadsheet they have? And otherwise it's just a matter of signing off on it?
>Quick search states 30-years-ago was the last time a government shut-down eliminated data releases. For the Bureau of Labor Statistics, it was actually [13 years ago](https://www.bls.gov/bls/updated_release_schedule.htm), when two employment reports were cancelled (and other reports were delayed, including the PPI report). The only reason there weren't delays during the 2018 shutdown was because Congress passed a bill specifically giving appropriations to the Bureau (and some other agencies) despite the shutdown.
Funnily enough, the PPI report *was* delayed under Obama as well, [due to the government shutdown in 2013](https://www.bls.gov/bls/updated_release_schedule.htm). Only for a week though, because that shutdown was much shorter.
We're near ATH and VIX is really low. Plus no PPI data until midle January. I think we may go down or sideway after FOMC Meeting 🤔
How long did you hold? No numbers just percentage what was your loss? Did you collect premium while going long? What macro events were you speculating on? I believe fed will begin jumbo rate cuts but is too far behind, jobs reports showing real cracks, PPI delayed, CPI will begin drifting back up, I suspect Jan. or Feb. will present volatility. SPY ran from April to Oct., no UVXY then, time to buy was last two pops. We've floored again, believe another pop due within 1-2 months after any potential santa rally. Haven't sold just yet.
It's not going to matter. You still get the November PPI and December PPI. It's not like October PPI is going to reveal anything that is not in the November PPI.
Or they'll push it to January like the PPI.
"PPI have been delayed 1 month, because it will take longer than expected to cook those books"
BLS will not publish the October PPI report The November report will be published on January 14, 2026 They will also not produce October 2025 import and export price reports The November import export price indices will be published January 15.
No PPI data until January.... TACO: How much for more rate cut? J.Powell: Sorry, the best I can give you is 🖕
October PPI report was so good they canceled releasing it in order to allow you retards to buy the “dip”😂
I mean PPI October report pushed back to January might mean something. With holding data, what could possibly go wrong
\- US to open up exports of Nvidia H200 chips to China \- October PPI Report Delayed Until Mid January Clown ass admin trying to soothe the market on their dumbass mistakes
[October PPI report delayed, dump inevitable](https://www.wsj.com/economy/bls-to-skip-october-ppi-report-cefc4ef1?gaa_at=eafs&gaa_n=AWEtsqd9SY6O0tzu5EOx5AsQPb9ccac8Nc3icOLxBMWRN37uoqKmV-DJ2OG2gpCWK_4%3D&gaa_ts=693709ab&gaa_sig=SeQax7IVe5tmjZDPaZHDdlh4YSCcBUGbUWWgEVTpyHDvyePkPzPfhR7HMNWK1lSCxuY3jDAv-MsY2Sm8WFuw8A%3D%3D)
>Bureau of Labor Statistics has now entirely canceled its October PPI report. They also cancelled the inflation reports in Zimbabwe
*The Bureau of Labor Statistics will not publish the October PPI.*
[October PPI report delayed until January](https://www.wsj.com/economy/bls-to-skip-october-ppi-report-cefc4ef1?gaa_at=eafs&gaa_n=AWEtsqd9SY6O0tzu5EOx5AsQPb9ccac8Nc3icOLxBMWRN37uoqKmV-DJ2OG2gpCWK_4%3D&gaa_ts=693709ab&gaa_sig=SeQax7IVe5tmjZDPaZHDdlh4YSCcBUGbUWWgEVTpyHDvyePkPzPfhR7HMNWK1lSCxuY3jDAv-MsY2Sm8WFuw8A%3D%3D)
PPI (Pentagon Pizza Index)
Bureau of Labor Statistics won’t publish October PPI inflation report. Probably nothing.
BLS TO NOT PUBLISH OCTOBER PPI Fart of a deal
Whatever happen to the one PPI or PCE print where it was shockingly high as fuck the everyone and their families bought puts while the market gave no shits? I want one of those tomorrow
It certainly is, but sentiment drives us more than valuation at the moment. That just leaves a bigger gap to fill and increased risk. However, descent jobs data and rate cuts pretty locked in. Just can't have an outrageous CPI or PPI.
So we getting CPI/PPI for Oct/Nov on Dec 12 right and Jpow meeting also on Dec 12
Cooked PPI numbers coming in on Tuesday
oil price and ferrtilzier price would crater. Countries that were previously threatened with secondary sanction for buying russia oil would ease. PPI would likely drop, chinese product might start routing through russia to us to avoid tariff. Cause for some reason the reciprocal tariff doesnt apply to russia. So oil producer would get kill, while their down stream user would gain. I guess short exon, long soybean and cattle since they are unlikely to lower their price to the consumer but can now user cheaper fertilizer and energy transport cost. Wallet all that as profit.
lowest consumer confidence since liberation day, big retail sales miss, PPI meeting high expectations. PUMP IT
PPI surprised with .1% today. That isn't prominent inflation.
Core PPI came in at .1% today. Inflation is waning. The greater risk is to the economy now.
that gap to 600 had to fill. i think September PPI good or bad would have dropped it some.
so it appears that PPI was a nothingburger
All data combined today came in ugly. Every major component is flashing warning signs: ✅ Labor market: Deteriorating rapidly✅ Consumer: Spending falling, confidence collapsing✅ Manufacturing: Deep contraction (Richmond -15)✅ Services: Now contracting too✅ Business confidence: Inventories frozen at zero✅ Housing: Prices falling, though pending sales had a bounce BUT: Inflation still sticky at 2.9% core PPI YoY
Yeah considering the PPI numbers, I think that V was a trap
you should try zooming out, then reading todays PPI report, then deleting the app. hope that helps 🫡
PPI Sept 0.3% MoM, Exp. 0.3% PPI Sept Ex food and energy 0.1%, Exp. 0.2% PPI Sept 2.7% YoY, Exp. 2.6% PPI Sept Ex food and energy 2.6%, Exp. 2.7%
good PPI gives fed more of a reason to not cut LOL