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Whispers and Warnings (Weekly Wrap-Up 8-15-25)

This week’s data cocktail…calm CPI, hot PPI, happy small businesses, nervous consumers…paints an economy in flux.

“If a system keeps giving you mixed signals, it’s not confused…it’s telling you the truth in a language you don’t yet understand.”

The economic machine is humming, sputtering, and winking all at once.

On the surface, prices are cooling, shopkeepers are smiling, and Wall Street is flirting with the idea of easier money.

But beneath the shine, something feels off.

Like a car that starts on the first try but makes a noise you can’t quite place, this week’s data leaves us wondering: smooth ride ahead, or breakdown around the corner?

Let’s peel back the layers.

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