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Posted inPre-Market Briefing, Daily Analysis, Economy, Markets

March PPI deep dive, April 14, 2026: +0.5% vs the +1.1% consensus obliterates the stagflation narrative — core PPI +0.1% is the Fed’s cover for April 28–29

Measure March Actual Consensus Est. Surprise Signal PPI Headline MoM +0.5% +1.1% –60bps Energy spike not diffusing into producer costs PPI Core MoM (ex food/energy) +0.1% +0.5% –40bps No second-round effects at producer level CPI Headline MoM (April 10) +0.9% +0.9% In-line Gasoline +21.2% drove ~3/4 of headline CPI Core MoM (April 10) +0.2% / […]

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