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Ppi

All articles tagged with #ppi

Soft Inflation Sparks Modest Stock Rally as Fed Bets Shift
markets12 days ago

Soft Inflation Sparks Modest Stock Rally as Fed Bets Shift

U.S. stocks advanced modestly as cooler inflation data tempered bets on aggressive Fed rate hikes: the S&P 500 rose about 0.5% and the Nasdaq roughly 0.7%, while the Dow slipped around 0.1%. July producer prices rose less than expected, echoing a cooling CPI, which renewed hopes for slower tightening this year though policymakers remain divided and investors still price in at least one rate hike by year-end. Cisco and Cerebras fell after earnings, Applied Materials is due after the close, and initial jobless claims edged higher to 209,000 while continuing claims declined. Oil prices also eased amid shifting dynamics around the Strait of Hormuz as markets awaited further earnings data.

July PPI flat; core inflation cools, markets rethink Fed path
economy12 days ago

July PPI flat; core inflation cools, markets rethink Fed path

The producer price index was unchanged in July, below the expected 0.2% gain, while core PPI rose 0.2% (forecast 0.3%). Goods fell 0.7% as energy slid 3.1% (gasoline -5.7%), and services rose 0.2% led by portfolio management; annual PPI gains were 4.7% (all items) and 4.2% (core). Markets rose modestly with futures up and yields down as Fed rate-hike odds shifted, trimming the chance of a September move but keeping October/December in play. CPI rose 0.1% in July, with 0.2% core CPI; initial jobless claims rose to 209,000 for the week ended Aug. 8.

AI Infra Bets, Inflation Data to Guide the Fed This Week
finance16 days ago

AI Infra Bets, Inflation Data to Guide the Fed This Week

Two big tests shape the week: inflation data (CPI on Wednesday and PPI on Thursday) to gauge pricing pressure and Fed policy paths, and AI-infrastructure bellwethers Nebius NBIS, CoreWeave CRWV, and Cerebras CBRS to gauge AI capex momentum. With CAVA Group and Applied Materials reporting and ongoing questions about Fed independence amid rising yields, markets will swing on any inflation surprise or stronger AI spending signals.

China's July inflation eases as Iran-war spillover fades
economy16 days ago

China's July inflation eases as Iran-war spillover fades

China's July CPI rose 0.5% year-on-year, the slowest pace since January, helped by slower gasoline-price gains, while producer prices climbed 3.5% YoY, easing from 4.1%. Month-on-month, CPI fell 0.1%. Domestic demand remains weak as PMIs show softer momentum and retail sales edged up 1% in June after May decline, with fixed-asset investment down 5.7% in H1. GDP growth in Q2 was 4.3%, below the official target. Exports jumped about 24% in July, and oil/chemical components drove the PPI as oil prices retreat from earlier highs. Authorities signaled more fiscal spending but stopped short of a major stimulus.

economy1 month ago

June PPI cools after energy price drop, easing Fed uncertainty

U.S. headline producer prices fell 0.3% in June—the first monthly drop since August 2025—driven by a 6.4% month‑to‑month decline in final-demand energy goods, while the core PPI rose 0.2%. Year over year, headline PPI was up 5.5% and core PPI 4.7%. The softer print suggests the Fed may have room to postpone immediate rate hikes, but oil-price volatility and renewed geopolitical tensions (notably around the Strait of Hormuz) could push inflation back higher in July.

Iranian oil shock pushes US wholesale inflation to multi-year high
economy2 months ago

Iranian oil shock pushes US wholesale inflation to multi-year high

US wholesale prices rose 1.1% in May, lifting the annual Producer Price Index to 6.5%—the highest in more than three years—driven largely by oil-price spikes tied to Iran. A core PPI rose 0.4% (4.9% annually), and excluding food and energy, the index climbed 0.8% for a four-year high. While wholesale costs don’t always pass directly to consumers, economists say inflationary pressures could continue weighing on households as gas prices stay elevated.

Wholesale prices jump in May, signaling persistent inflation pressure
business2 months ago

Wholesale prices jump in May, signaling persistent inflation pressure

May PPI rose 1.1% month over month, lifting the 12‑month rate to 6.5%—the highest since November 2022—with core PPI up 0.4% (below the 0.5% forecast). Energy costs drove most of the gain, including a 10.7% energy surge and a 23.4% jump in wholesale gasoline; final-demand goods rose 2.8%, and portfolio-management fees climbed 4.8%. The release comes after CPI showed a 4.2% year‑over‑year rise, reinforcing expectations that the Fed will hold rates for now with little chance of cuts this year and a possible December hike; the ECB also raised rates in response to inflation.

US Stock Futures Hold Steady Ahead of Inflation Data
market-news3 months ago

US Stock Futures Hold Steady Ahead of Inflation Data

U.S. stock futures were flat Tuesday evening as investors awaited April’s PPI data after a hotter‑than‑expected CPI rattled markets; futures on the Dow, Nasdaq, and S&P 500 were down tiny amounts (about 0.01%, 0.02%, and 0.04%) at 6:22 p.m. EDT. In regular session, the S&P 500 and Nasdaq fell 0.7% and 0.2% as April core inflation came in hotter than expected and oil prices rose, while the Dow edged up 0.1%. Looking ahead, Alibaba, Nebius, BioNano Genomics, and Cisco are set to report earnings on Wednesday, with traders watching for the PPI data.

Energy-Driven Jump in PPI Signals Persistent Inflation for April
business3 months ago

Energy-Driven Jump in PPI Signals Persistent Inflation for April

U.S. producer prices rose 1.4% in April—the largest monthly gain since March 2022 and lifting the year-over-year increase to 6%, the strongest since December 2022—driven by a 7.8% surge in final-demand energy and a 15.6% jump in gasoline. Core PPI (excluding food and energy) rose 1.0%, while services climbed 1.2% with a 2.7% rise in trade services and a 3.5% jump in margins for machinery and equipment wholesaling, signaling broad inflation pressures tied to energy costs and tariff effects.

Oil Shock Lifts China’s PPI as Inflation Watch Tightens
business4 months ago

Oil Shock Lifts China’s PPI as Inflation Watch Tightens

China's producer price index rose 0.5% year over year in March—the first positive reading in more than three years—while consumer prices rose 1%, below forecasts. Oil-market volatility driven by the Iran conflict has pushed Brent near $97 a barrel and gasoline up about 11% month over month, lifting input costs and fueling concerns about potential inflationary pressures even as policy easing remains cautious. Analysts warn margins could be squeezed if costs stay elevated, though China benefits from stockpiles and policy flexibility; first-quarter PPI remains down 0.6% year over year.

War-fueled oil spike lifts US producer prices, signaling hotter inflation ahead
business5 months ago

War-fueled oil spike lifts US producer prices, signaling hotter inflation ahead

U.S. producer prices rose 0.7% in February—the largest monthly gain in seven months—driven by a 0.5% rise in services and a rebound in food and energy as the Middle East conflict pushes oil higher; the year-on-year PPI climbed 3.4%. The report underscores inflation pressures from tariffs and services margins, with several components posting sizable gains. The Fed kept rates steady and projected higher inflation with only one rate cut this year, suggesting tariff pass-through and energy costs could keep inflation hotter even if oil prices retreat.