Video: Macro Minute: June PPI + July Fed Beige Book show little signs of inflation = good. 2Q25 EPS season off to a solid start

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VIDEO: PPI should lead CPI inflation since this is the inflation seen by producers. For June, this PPI core inflation was slightly negative. There are not signs of inflation in the pipeline. Hence, supports our view that investors are overly concerned with inflation.

Please click below to view our Macro Minute (duration: 3:23).

Video: Macro Minute: June PPI + July Fed Beige Book show little signs of inflation = good. 2Q25 EPS season off to a solid start

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