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PPI
9 posts
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The Bond Vigilantes Are Fighting The Fed
After today's PPI, we won't be surprised if Fed officials plant a story in The Wall…
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Zettascale Computing Is Coming Using Nvidia's Blackwell Chips!
Yesterday, stock prices initially fell sharply following August's CPI report, but AI fever quickly turned the S&…
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Immaculate Disinflation!
This morning's July PPI was cooler than expected, rising just 0.1% m/m and 2.2% y/…
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Low Inflation Readings Stampede the Bulls
On Wednesday, the Federal Open Market Committee (FOMC) warned markets to expect no more than one interest rate cut over…
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PPI Not As Hot As CPI
Today's PPI report threw some cold water on yesterday's hotter-than-expected CPI. Our opinion is that the…
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US Disinflation Is Made In China
It's not quite the great fall of China. However, something is definitely wrong with China's economy.…
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Is That Inflation In The Rearview Mirror?
Could it be that the spike in inflation over the past two years was one of the many shockwaves caused…
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PPI Inflation Is Moderating
On Friday, we learned that November’s headline PPI inflation rate rose 0.3% m/m, higher than the 0.…
