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Message
PPI inflation was 0% in June, below expectations of 0.2% increase
Posted on 7/16/25 at 8:32 am
Posted on 7/16/25 at 8:32 am
Posted on 7/16/25 at 8:33 am to HailHailtoMichigan!
Interest rates are doing a good job. Job growth remains good too. No change needed.
Posted on 7/16/25 at 8:40 am to HailHailtoMichigan!
PPI and CPI don't move in lock-step but PPI can influence CPI 30-60 days out. If CPI holds or drops, even slightly, for July and/or August, it's going to be fun watching the pundits trying to explain it after all their teeth-gnashing over tariffs.
Posted on 7/16/25 at 8:53 am to The Boat
In your opinion, is there any argument to be made that the rate cuts last year aren’t causing more inflation and, thus, cuts should resume?
Posted on 7/16/25 at 10:00 am to The Boat
quote:
Job growth remains good too. No change needed.
Posted on 7/16/25 at 11:51 am to NC_Tigah
Isn’t around 4% considered ideal for unemployment? Thought I remembered that from somewhere because otherwise businesses start getting into bidding wars for employees
Posted on 7/16/25 at 12:08 pm to Hateradedrink
Traditionally 4-5% unemployment has been considered “full employment.”
The unemployment rate has occasionally gone below 4% for short periods (such as during WW2 and following the COVID pandemic) and it has almost always been followed by a burst of higher than desired inflation.
The unemployment rate has occasionally gone below 4% for short periods (such as during WW2 and following the COVID pandemic) and it has almost always been followed by a burst of higher than desired inflation.
Posted on 7/16/25 at 12:39 pm to Hateradedrink
quote:
In your opinion, is there any argument to be made that the rate cuts last year aren’t causing more inflation and, thus, cuts should resume?
Rate cuts did nothing to market rates. That is why there hasn't been inflation. They can cut rates all they want. But as long as this country has too much debt/deficit, jobs, stock market at all time highs, etc. Market rates won't budge.
Posted on 7/16/25 at 2:55 pm to Hateradedrink
To me, the labor participation rate dropping is the bigger issue.
Posted on 7/16/25 at 4:16 pm to C
quote:
To me, the labor participation rate dropping is the bigger issue.
The youngest Baby Boomers are about 61 now
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