U.S. PPI goes crazy! 6% data shocks global investors into cold sweat

U.S. April PPI year-over-year at 6%, after this data was released, Wall Street's atmosphere went silent.
Because it means one thing:
Inflation might be back.
The market's biggest previous illusion was "soft landing."
No recession in the economy, inflation gradually decreasing, the Federal Reserve smoothly cutting interest rates, and the stock market continuing to rise.
But now, with the PPI suddenly surging, it’s like telling the market:
“The story might not be like that.”
Why is everyone so afraid?
Because PPI is the cost for businesses.
And a company's profit protection battle is always more important than consumer happiness.
What if costs rise?
Raise prices.
So, future consumer pressure might increase again.
At this point, the Federal Reserve will face the most difficult situation.
Cut interest rates, and inflation could become more severe;
Don’t cut, and economic pressure will grow.
What does this look like?
Like someone pressing the accelerator while also pressing the brake.
So, the market is now in a very conflicted state.
Strong data, but afraid to be happy;
Weak data, but also afraid to be happy.
Everyone is waiting for the Fed’s next statement.
And the capital markets are also starting to switch styles again.
Funds are moving from high-risk assets to safe-haven assets, with gold, the dollar, and U.S. Treasuries regaining attention.
Tech stocks are beginning to fluctuate at high levels.
Because no matter how hot AI is, it can’t change the interest rate environment.
Many suddenly realize:
It turns out that in the past few years, what truly drove asset prices higher wasn’t just technological revolution, but “cheap money.”
If the era of high interest rates really lasts long-term, global asset prices could be reshuffled again.
This PPI storm might just be the beginning. #Gate广场五月交易分享