On Tuesday the November PPI figures were released, and they continue their recent trend of being significantly higher than the CPI figures.
Should this trend continue, it will of course likely have a significant impact on many companies' profitability.
I believe there are many reasons for why PPI growth is trending significantly higher than CPI.
As far as CPI is concerned, one factor that currently seems pronounced is widespread discounting at the retail level. This discounting has widespread future implications. I have discussed other notable factors in the two Pricing posts of September 7 and April 23.
A Special Note concerning our economic situation is found here
SPX at 1236.63 as this post is written
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