PPI

Breaking Energy Macro

US Wholesale Inflation Surges 4% as Iran Oil Shock Forces Fed Rethink

March PPI jump signals 2-4 week lag before retail price pass-through hits consumers, creating stagflation risk ahead of April FOMC meeting.

7 min read ·
Energy Macro

China’s PPI Exits 41-Month Deflation as Commodity Shock Threatens Global Margins

March's 0.5% gain breaks three-year decline, but energy-driven reversal forces central banks into stagflation trap while reshoring accelerates.

8 min read ·