March PPI Cooler than Expected, Consumer Spending Could Drop off ‘Significantly’

Jason Bottenfield and John Lonski break down the March PPI report, which came in cooler than expected. Jason calls the report a “double-edged sword,” because it could be a sign of inflation cooling, but could also bode ill for markets. John argues that middle and lower-income consumers are “already financially stressed” and we could see a significant drop off in spending that will “reverberate throughout the entire economy.”

Trading 360

11 Apr 2025

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