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Started By
Message
re: PPI blows through expectations - over 3x higher than expected
Posted on 8/14/25 at 7:51 am to bbvdd
Posted on 8/14/25 at 7:51 am to bbvdd
quote:
Want to know why? "Portfolio Management" was the majority of the increase. It was up 5.8% MoM.
it was not the majority of the increase and you know that. The weighting for it is tiny. This post was edited on 8/14/25 at 7:52 am
1
Posted on 8/14/25 at 7:51 am to Victor R Franko
quote:
with CPI better than expected, and PPI worse than expected, this means the companies are accepting a large portion of the tariff burden. We need to see if CPI increases more than expected next month. See if the Producers pricing is passed onto Consumer prices, capiche?
I think this is accurate. It seems likely that companies are willing to absorb a short term hit to not shock consumers but they're not going to accept a long term cut to their margins. The tariffs are still volatile and uncertain so they don't want to bake them in right away when Trump could cancel/delay them tomorrow. If they remain long term, we're going to see them passed on to the consumer. CEOs have said as much.
Posted on 8/14/25 at 7:51 am to bbvdd
quote:
Did you look at the breakdown at all?
Bond market has completely disregarded this number
They have no idea how to read the report. They just react to the headline
No one cares about PPI as the matket is showing
Posted on 8/14/25 at 7:53 am to DarthRebel
quote:
I will just wait for the revision until I panic
Correct,
Afterall these are BLS numbers and they always jump about.
Posted on 8/14/25 at 7:53 am to SDVTiger
quote:
They have no idea how to read the report.
Posted on 8/14/25 at 7:53 am to jrodLSUke
quote:
Congratulations to SFP and Roger; something bad may be happing to the USA, so they can finally celebrate.
Until the real numbers come out, anyway.
This is such a bitchmade argument. Posters are warning that bad things are going to happen, get down voted to hell and name-called for it, then when they're proven right y'all tuck tail and say "wow bro why do you want bad things to happen to America?"
Posted on 8/14/25 at 7:55 am to slackster
quote:
it was not the majority of the increase and you know that. The weighting for it is tiny.
Almost all the increase was in services. due to Portfolio management.
show your ignorance some more.
Posted on 8/14/25 at 7:56 am to jrodLSUke
quote:
Congratulations to SFP and Roger; something bad may be happing to the USA, so they can finally celebrate.
Until the real numbers come out, anyway.
So true
Look how happy they are. Slackster probably jerked in his mouth while reading cnbc. That clown ingeniro is also giddy
Posted on 8/14/25 at 7:56 am to jrodLSUke
quote:
Congratulations to SFP and Roger; something bad may be happing to the USA
And here it is "SFP may be right, but it's terrible for us so he's terrible for being right".
This isn't about being "bad" or "good", it's about analyzing the most optimal policies given our current status-market conditions.
Posted on 8/14/25 at 7:57 am to Ingeniero
quote:
I think this is accurate. It seems likely that companies are willing to absorb a short term hit to not shock consumers but they're not going to accept a long term cut to their margins. The tariffs are still volatile and uncertain so they don't want to bake them in right away when Trump could cancel/delay them tomorrow. If they remain long term, we're going to see them passed on to the consumer. CEOs have said as much.
Posted on 8/14/25 at 7:57 am to RogerTheShrubber
quote:
RogerTheShrubber
Dude, you don't need to every again try and put on an economist hat. You were damn near suicidal with your little $3K investment that I'm sure you sold low, and would probably be worth $4.5K by now, enough for your used 4 wheeler. Idiots like SFP are playing a role on this board, for some weird reason. But you, you are genuinely off, by a good bit. Seek help.
Posted on 8/14/25 at 7:57 am to Ingeniero
quote:
Posters are warning that bad things are going to happen, get down voted to hell and name-called for it, then when they're proven right y'all tuck tail and say "wow bro why do you want bad things to happen to America?"
Posted on 8/14/25 at 7:58 am to NorCali
quote:
Can someone explain how or if this can be attributed to tariffs?
well, Roger and SFP are now economists, who have expertise in the field of Tariffs, so I'm sure they will be along to explain it all to you.
Posted on 8/14/25 at 7:59 am to slackster
quote:
.9% month over month
to be revised back down in 2-3 months.....just like employment numbers
Posted on 8/14/25 at 7:59 am to SDVTiger
quote:
SDVTiger
Ahh. The interest rate savant has arrived. I’m sure you’ll be right eventually.
Posted on 8/14/25 at 7:59 am to Mandtgr47
quote:
Can someone explain how or if this can be attributed to tariffs?
well, Roger and SFP are now economists, who have expertise in the field of Tariffs, so I'm sure they will be along to explain it all to you.
Posted on 8/14/25 at 7:59 am to Mandtgr47
quote:
Dude, you don't need to every again try and put on an economist hat.
How would you know? Youre ignorant as frick on the subject.
A month ago you dipshits were celebrating the fact that trump was destroying the system to rebuild, now you bitches are waffling again.
Posted on 8/14/25 at 8:00 am to tigeraddict
quote:
to be revised back down in 2-3 months.....just like employment numbers
thanks for admitting you have no clue about the topic at hand. Posted on 8/14/25 at 8:00 am to tigeraddict
quote:
to be revised back down in 2-3 months..
Posted on 8/14/25 at 8:01 am to slackster
Hello Stagflation..... Ffs.
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