PPI🟡 medium impact

January PPI: 0.5% MoM vs 0.3% MoM expected (above expectations)

Hot — headline PPI +0.5% MoM (vs +0.3% expected), driven by services costs surging. Core PPI +3.6% YoY. Tariff passthrough showing up in producer prices.

Actual
0.5% MoM
Expected
0.3% MoM
Result
above expectations

📊 Results

Actual Reading

0.5% MoM
Expected: 0.3% MoM
Prior: 0.4% MoM

Market Reaction

SPY -0.8%, bond yields jumped. Rate cut expectations pushed out to September.

💡 Key Takeaway

Businesses passing tariff costs along. Services PPI drove the overshoot — biggest goods-ex-food-energy jump in 3.5 years. Pipeline inflation pointing hotter.

📖 Why This Matters

Producer prices: what businesses pay before they pass it all to you.

January PPI actual vs expected

Release dateFriday, February 27, 2026 at 08:30 ET
Event typePPI
Actual0.5% MoM
Expected0.3% MoM
Prior0.4% MoM
Expectation surpriseabove expectations

📚 Related calendar tools and guides

FAQ

What was the January PPI result?

January PPI came in at 0.5% MoM versus 0.3% MoM expected, above expectations.

How did markets react to January PPI?

SPY -0.8%, bond yields jumped. Rate cut expectations pushed out to September.

🔗 Related Events