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14th Jun 2022 00:20U.S., Daily Monitor

Margin re-compression, on the back of the inventory rebuild, is the key to falling inflation over the next year.

PPI "trade services" measures margins directly; they dipped in April and likely fell again in May.

Downside risk to the NFIB headline index today, but we already know that hiring plans rebounded.

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Keywords for: Margin Re-Compression is Key to Lower Inflation, Progress in the PPI

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