CPI vs PPI: Fed’s Inflation Fight — Cisco, Cerebras Move on Earnings

Bullish Gator

Tom White analyzes CPI, previews PPI’s inflation signal, and reviews Cisco and Cerebras earnings-driven stock moves.

Editorial companion

What stands out

Wednesday’s Consumer Price Index (CPI) showed signs of cooling, and Schwab Network’s Tom White points viewers to Thursday’s Producer Price Index (PPI) as the follow-up test of whether inflation is really rolling over. At the same time Cisco (CSCO) reported stronger-than-expected results yet the stock pulled back, a neat reminder that macro prints can drown out company-level beats. The clip ties a near-term macro data check to an earnings reaction, useful for anybody who thinks markets only care about profits.