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VRA Letter: Bullish PPI. Significant Reversal Monday. We Are Unequivocally Bullish. The Latest from Rich Ross.

Good Tuesday morning. Breaking; this mornings PPI (Producer Price Index) rose 3.3%, well below estimates of 3.5% (y/y). Core PPI increased 3.5%(y/y) compared to estimates of 3.8%. Big win for the economy, stocks and bonds. W ...

Posted On January 14, 20255 MIN Read
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Good Tuesday morning. Breaking; this mornings PPI (Producer Price Index) rose 3.3%, well below estimates of 3.5% (y/y). Core PPI increased 3.5%(y/y) compared to estimates of 3.8%. Big win for the economy, stocks and bonds. We look for more of the same from the CPI tomorrow. 

As we’ve been covering here (for many months), without shelter and insurance...both big-time lagging indicators that make up 40-50% of consumer expenses...inflation would have been well below the Feds 2% target for at least 9 months (and likely flat). Let the front-running of Trump 2.0 pick up speed (in just 6 days, thank God). 

We believe yesterdays action in the markets was important. Following the election, US equity markets rallied sharply higher in advance of Trump 2.0. And then, as we’ve been covering here, J Powells press conference and interest rate policy reversal took place on December 18th...exactly into the most illiquid period of the year for the markets…and just after Trump won the election. Not...

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