Tag: #Stagflation

Inflation Checks the Box ✅

September 14, 2025September 14, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #Stagflation, #tariffs

Markets cheer #Inflation, but Consumers aren’t buying it…

PPI In-Line, CPI Next

September 10, 2025September 10, 2025 Ryan JueMarket Musings, Ursa#Inflation, #Stagflation, #tariffs

Producer inflation came in mostly in line for August with Core PPI up 0.3% keeping pricing pressures elevated but stable. All eyes now turn to Thursday’s CPI report, which will set the tone for markets and the Fed’s upcoming rate decision.

Inflation Week 💸

September 8, 2025September 8, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #Stagflation, #tariffs

After last week’s weak #LaborMarkets data, the spotlight now shifts to #Inflation－which will set the tone for the Fed’s big meeting next week.