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![yieldsearcher Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::48034640.png) Mr. VIX [@yieldsearcher](/creator/twitter/yieldsearcher) on x 10.4K followers
Created: 2025-07-16 13:24:16 UTC

All else equal, PPI leads CPI by ~3 months depending on corporate inventory cycle (2-6 depending on durability/shelf-life of goods).

Core goods PPI remains at +0.3% MoM, but is strongly offset by -XXX% in freight logistics/warehousing (been averaging -XXX% over the past X months, reflecting freight recession).

Other notable line items:
- Significant decline in retailing margins in key products (Computer -XXX% MoM / TV & electronics -XXXX% / Auto -5.4%). Key contributor to the -XXX% core services print.
- Airline passenger services (this goes into PCE not the CPI equivalent): -XXX% MoM (-0.9% prior)


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945474566433771874/c:line.svg)

**Related Topics**
[notable](/topic/notable)
[inflation](/topic/inflation)
[ppi](/topic/ppi)
[vix](/topic/vix)

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