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PremiumWhy PPI Is More Salient Than CPI For Stocks
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Authored by Simon White, Bloomberg macro strategist,
Today’s PPI will give a further glimpse of profit margins’ evolution. These have remained elevated and are set to keep CPI sticky.
PPI typically plays second fiddle to CPI, but in the current cycle we can garner useful information about the state of profit margins, which have been one of the principal drivers of consumer inflation since the pandemic.
