🚨 US INFLATION JUST RE-ACCELERATED — AND THIS TIME IT’S SPREADING FAST.
Headline PPI came in at 6.0% YoY.
Economists expected 4.9%.
Core PPI hit 5.2%.
Expected was 4.3%.
This is a massive miss.
And it confirms the Iran-war energy shock is no longer isolated to oil and gasoline.
Inflation is now moving deeper into the producer pipeline across the broader economy.
Yesterday’s hot CPI already rattled markets.
Today’s PPI print just poured fuel on the fire.
The biggest implication?
The market’s remaining hopes for late-2026 Fed cuts may now be collapsing in real time.
That changes everything for risk assets.
Higher inflation means:
• Higher yields
• Stronger dollar
• Tighter financial conditions
• More pressure on growth stocks
Expect the Nasdaq to feel the most pain as long-duration tech gets repriced against rising rates.
Meanwhile:
Gold may surge on stagflation fears.
Oil stays structurally supported.
And Bitcoin faces a brutal tug-of-war.
Higher yields and a stronger dollar hurt crypto short term…
But the long-term fiat debasement narrative is quietly keeping buyers engaged beneath the surface.
This is no longer just an inflation scare.
It’s becoming a credibility crisis for the “disinflation is back” narrative Wall Street was betting on.
#Inflation #Fed #Bitcoin #Stocks #BreakingNews