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08.11.26 - 17:03
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PPI Vs CPI: Are Record Profit Margins About To Get Squeezed? (ZeroHedge)
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PPI Vs CPI: Are Record Profit Margins About To Get Squeezed?
Authored by Lance Roberts via RealInvestmentAdvice.com,The PPI vs CPI gap is the widest since 2022, and history says record profit margins are in the crosshairs...Key TakeawaysProducer prices rose 6.3% in the year to September 2026, the fastest pace since late 2022. Consumer prices rose 3.7%. That 2.6-point PPI vs CPI gap reflects costs companies are eating rather than passing on.Further up the pipeline, the pressure is larger still: processed goods for intermediate demand rose 14.1%, and unprocessed goods rose 21.5%.After-tax corporate profits hit a record 13.1% of GDP in the second quarter. Third-quarter earnings are tracking 30% growth, and analysts expect 28% next quarter.Six times since 1950, producer inflation outpaced consumer inflation by 4 points or more. In four of them, the profit share of GDP fell 1 to 4.4 points within two years. The two exceptions had consumers with rising incomes. Today, real hourly earnings are down 0...
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08.11.26 - 17:03
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The Inflation Hot Potato (ZeroHedge)
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The Inflation Hot Potato
Authored by Connor O'Keeffe via Mises Institute,The 2020s have been a crazy decade in American politics.They began, of course, with one of the most chaotic and intense years in recent American history. After a global pandemic brought almost all aspects of life to a halt, cities erupted in nationwide riots for much of the summer, and a seemingly endless stream of scandals and stunts like the Hunter Biden laptop drove the politically-active public to exhaustion; after all that, Joe Biden won the presidency.Biden - the old-fashioned, centrist, familiar vice president from the Obama years - was supposed to represent a repudiation of the chaos of the Trump years, and of 2020 especially. The "adults were back in charge," and politics could finally get boring again. Or so many thought.Instead, the Biden years saw the government's heavy-handed pandemic response drag on, the outbreak of war in Ukraine and, later, Gaza, and the consequences of the bipartisan economic response ...
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08.11.26 - 08:00
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Gold, silver price outlook: US-Iran tensions, inflation data to set the tone next week (Times of India)
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Gold and silver prices saw a rise this week in both domestic and international markets after experiencing significant volatility. Investors are now keenly awaiting inflation figures from key global economies to gauge interest rate trends. Furthermore, the ongoing US-Iran tensions may also sway bullion values in the coming week. With Diwali festivities approaching in India, market fluctuations could intensify....
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