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Insights

Schwab Network: Comparing Different Inflation Reports

August 14, 2025

Mike Dickson, Ph.D.

Summary

Head of Research and Quantitative Strategies Mike Dickson joined Schwab Network to explain that while hotter-than-expected PPI data raised concerns, markets remain focused on earnings strength, particularly among AI-driven large caps, with upcoming labor market data likely to play a decisive role in shaping the Fed’s September decision.

Not investment advice; mentions of specific securities are illustrative in nature.

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