Producer Price Index (PPI)
3 articles on this topic, newest first.
Stocks Rebound, but AI Chips Sit Out as Investors Weigh the Price of Growth
The Dow rose 1.08% and the Nasdaq edged up 0.08% on Oct. 15. Chip stocks fell despite a hot PPI report, falling yields and a 69% jump in TSMC profit.
Oil at $110, 10-Year Yield at 5%: The Discount Rate on Growth Stocks Is Rising Again
Brent crude spiked to $109.97 intraday and the US 10-year Treasury yield tested the 5% threshold. What matters is not the numbers themselves but that oil-driven inflation fears are pushing bond yields higher across the globe at once.
Brent at $109, the 10-year at 4.94%: the discount rate is beating the AI trade
Stocks fell for a fourth straight session on Sept. 10 as producer prices and energy costs pushed long yields toward 5%. After the close, Oracle showed AI demand is converting into signed contracts. The question is no longer demand. It is what multiple the market can pay for it.
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