#HotJulyPPI

🔥 July was not “hot” just because of the weather… the U.S. PPI came out higher than the market expected 📈, and that is not just a simple technical data point: it is an alarm that many ignore 🚨.

The Producer Price Index measures inflation at the factory gates 🏭, before it reaches consumers. When it rises more than expected, as in July, it means that companies are paying more to produce… and sooner or later, those costs reach the final consumer 🛒.

Here comes what few tell you 🤫: historically, a hot PPI right after signs of cooling in the CPI 📉 has preceded sharp movements in risk assets, including crypto 💥. And watch out… August did not start calmly. Internal projections from two major investment banks already point to a rebound in inflation for September 📊, and the Fed could react more aggressively than Wall Street wants to admit 🦅.

This is a game of anticipation ⏳. If the bond market continues to discount low inflation while the PPI sends another signal… someone is going to get caught on the wrong side. And trust me, you don’t want to be that “someone” 😬.

The question is: are you reading the heat as a warning sign or just as summer noise? 🌡️