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Reply to @viro_ssfs@misskey.id
Alviro Iskandar Setiawan@viro_ssfs@misskey.id (2026-08-18 12:34:08)
This is forward looking because before consumers pay higher prices, the producers have to pay higher prices because they pass them on. So if you're seeing producer prices hotter than consumer prices, that's giving you a pretty good look at what's gonna be happening to consumer prices in the future.
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Alviro Iskandar Setiawan@viro_ssfs@misskey.id (2026-08-18 12:42:59)
But what is a lot more important to me is monetary policy and fiscal policy because that is the driver.

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Alviro Iskandar Setiawan@viro_ssfs@misskey.id (2026-08-18 12:44:30)
And BTW, in fact, later in the day we got the Fed's balance sheet numbers and balance sheet expanded by $11.39 billion on the week and that followed a $10 billion expansion in the prior week.