Alma@alma271828
Faked #PPI, illusion The surface looks soft. Headline came at 0.0% vs 0.2% expected, core at 0.2% vs 0.3%, claims at 209k. Yields fell, hike odds faded further, the algos read disinflation, bloomberg fintwitters are happy. But look into the depths where the real deal can be
Alma @alma271828
#PPI day (marks ~08:15 ET). Positioning has fully flipped since CPI: dealers are now long gamma across the board (~+$63M per 1% at spot) with walls at 7600 and 7900 — customers sold this event. The aggregate customer book is a short strangle: breakevens 7638/7876, collecting
12:51 PM · Aug 13, 2026 · 331 Views
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