#PPI数据公布#

[Looking Ahead from PPI: Corporate Profits Struggle to Survive, Consumer Pressure is on the Way]
The release of this PPI data reveals two key signals: upstream cost recovery and persistently high service prices. This will force mid and downstream companies to make a difficult choice between "raising prices and absorbing losses." In an environment of insufficient demand, most companies find it difficult to directly pass on costs, meaning profit margins continue to be compressed. If companies are forced to raise prices, it will ultimately be passed on to CPI, and consumers will face a secondary rebound in inflation. This creates dual pressure on the Federal Reserve: to stabilize prices while avoiding excessive suppression of the economy. Financial markets are highly sensitive to this, with gold rising at one point, reflecting concerns over the shadow of "stagflation." In the coming months, the correlation between PPI and CPI will strengthen, making it crucial to observe corporate earnings reports and consumer confidence.