July PPI just dropped to 4.7% vs expected 4.9%. Core PPI at 4.2%, exactly as forecast.
The real headline: month-over-month PPI was flat at 0.0% — first time since June 2025.
Inflation is cooling faster than the market priced in. Rate hike odds are fading. If this trend holds, the Fed's next move might not be a hike at all.
Keep an eye on how $SPY and rate-sensitive sectors react. This is the kind of data that shifts sentiment fast.
The real headline: month-over-month PPI was flat at 0.0% — first time since June 2025.
Inflation is cooling faster than the market priced in. Rate hike odds are fading. If this trend holds, the Fed's next move might not be a hike at all.
Keep an eye on how $SPY and rate-sensitive sectors react. This is the kind of data that shifts sentiment fast.