David Stockmans Contra Corner

Rate Cuts My Eye!

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david stockman
Aug 18, 2025
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The Rate Cut chorus got another comeuppance in yesterday’s producer price report for July. When you set aside the things which the Fed most definitely cannot influence or control—-globally priced food and energy–you get a 3.7% increase in the PPI over the past year.

Nor is that the half of it. The wholesale price index excluding food and energy has risen…

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