🚨 PPI Inflation LIVE: Markets About to React BIG – Don’t Miss This — Martyn Lucas Investor

[00:00:00] Speaker 1: ppi inflation live something is about to hit the markets and most investors completely blind to it in the next few minutes one number drops and it could move stocks cryptos uh bonds and force the feds hand but here's what nobody's talking about in fact everyone's getting a bit excited about the yen carry trade and xrp going to the moon we're going to cover that later on this morning but first of all here is the story that no one is talking about we are ready for ppi the real danger here isn't the number itself it's what's already building beneath the surface tap the like button we're going to be live for it in just eight minutes time click share and if you want to hype this news out click the hype button on your phone swipe to the right and you can hype it if you hype this channel will grow to a million subscribers youtube developed this new service to help channels like ours go from a hundred thousand to a million go across find the hype button and hype it so stay with me we've just got eight minutes to go because the final facts in this live stream you cannot afford to miss i'm going to give you the build up are you ready so ppi producer price index not just another data point um they scroll through and they look at on bloomberg this is what businesses pay before the cost ever reaches you this is important of course oil think of it as inflation's early warning system and historically when this number surprises markets don't wait markets move as you can see already this morning things are moving dramatically and we are up big this morning very very exciting indeed so it could be the perfect storm before the stakes let's get straight into it today isn't a normal ppi though because right now we have a perfect storm forming war tensions quietly pushing oil higher and it's not fully priced in yet not at all a potential yen carry trade on wine that could trigger a global liquidity shock only days away we'll try and cover it live for you uh for that main event when japan talk about raising their rates crypto is coiled so tight it's ready to break in either direction those online on social media are telling you uh xrp is going to 16 000 absolutely crazy i don't know why they what how they even get out of bed in the morning making this stuff up we say five to ten we're happy with that and equity markets are sitting on a knife edge they are pretending everything is fine everything is not fine that's why we're not buying that's why we're always winning that's why we always make money lucasay's discordians put yes in the chat if i share with you all my trades do two stage events every single day just for a couple of bucks a month please share that in the chat please i'm not buying anything at the moment as you know we are just accumulating when it goes lower so we got five minutes one number one reaction everything changes today so here's what the smartest money is already doing and already knows ppi leads cpi by one to three months that's important today's number isn't just today's problem it's predicting the next inflation wave fact two when ppi spikes unexpectedly equities have dropped on average within 24 hours that's important to remember markets don't forgive surprise inflation they don't fact three the 1970s taught us this lesson in the hardest way possible producer prices surge first stocks fell after the warning signs were always there fact number four with five minutes to go rising ppi means margin compression companies absorb the cost until they don't then earnings fall then shocks follow fact number five but flip it around falling ppi has historically triggered sharp relief rallies especially in tech and growth the same mechanism that kills uh can ignite fact six four minutes to go oil shock from geopolitical conflict take weeks to show up in ppi data which means today's number could actually be understating the inflation that's already in the pipeline if you pardon the pun fact number seven in every recent tightening cycle the moment ppi came in hotter than expected rate hikes odds spiked instantly markets repriced within hours not days hours fact eight three minutes to go the yen carry trade 1998 2008 it's happened before every time japan was forced to raise rates global liquidity dried up fast and those will say it's all going into xrp and we're going to go to 16 000 utter nonsense i own crypto i'm all in with xrp but i'm an investor i'm not a social media influencer making up nonsense i have responsibility a self-imposed one to my audience if that happens again if liquidity dries up risk assets don't just dip they fall fact nine crypt crypto follows liquidity like a shadow all right tightening crushes it but easing expectations that's the fuel for explosive upside two and a half minutes to go so right now crypto is sitting right at that point the trigger point and fact number 10 finally as we go into the report and this one is the one to watch today when inflation data comes in lower than expected relief rallies can ignite within hours not because the economy healed because fed expectations shift and that's all the markets need so these facts don't exist in isolation every single one applies to what happens next so we've got two and a half minutes to go so here's where we stand if ppi comes in hot rate cuts get pushed out yields climb tech takes the the first hit crypto pulls back before any breakout that's why we have our position in coca-cola and that relief everybody was waiting for it it's done it it won't come all right if ppi comes in cool two minutes to go risk assets exhale rate cut expectation surge growth stocks lead and crypto already coiled could finally break out two paths one number decides which we're on so we've got one and a half minutes to go this is the one of those rare moments in the markets where it isn't about a trade or a ticker or a trend it's about die direction right now the market isn't pricing in certainty it's pricing in fear and in just moments we find out what fear was and was it warranted so is inflation making a comeback or is the fed finally winning one minute 15 seconds to go the number is about to drop so stay with me and let's watch this together are you excited you should be excited i'm excited one minute to go have you all tap the like button if you're on the phone on our separate stream join us on the main show click the icon uh on the on the on your phone find the home page and join us for the big wide screen four screen engagement you're watching a completely different show uh also consider subscribing we have just 30 seconds to go what is the market going to do are you excited i am excited let's refresh all our screens and let's get ready to rock and roll you might want to click uh you might want to click uh the cogs and speed up the broadcast so you know you're completely up to date 20 seconds to go uh click the cogs go four times speed that will bring you up to date we got 15 seconds to go are you ready we're listening in we're listening in here we go from the march standby producer price index uh [00:08:48] Speaker 2: the futures as you can see are now here we go positive across the board three turn around two yesterday one quick look we have it before anybody else we always do it's coming in point five it is down in chicago oh it's down the market's loving this ppi here it is [00:09:07] Speaker 1: you make everything clear the mark inflation is down uh it's 0.5 expecting 1.3 let's do it the inflation report we're ahead of the market you can see it hasn't reacted yet look here we go [00:09:22] Speaker 3: how the war potentially affected those and of course they're hitting the wires right now joe these are our march producer price wholesale inflation numbers and the headline big pump today to be a whopper over one percent does not deliver up half a percent now not that that's a great number but that's half of what we're expecting exactly up five tenths don't see any revisions this follows up seven tenths up five tenths would equal where we were in january decent last year was up four tenths and just for the heck of it up seven tenths unrevised that was the highest level going back to last summer so that was on the warm side strip out food and energy up 110 but we're expecting a number closer to half a percent higher so that's nice oh revisions coming in this number moves from 0.5 to 0.3 0.1 0.1 would be the lightest going back to august of last year we would be in november equaling one tenth last year that's food energy and trade that comes in up two tenths half of what we were expecting that equals decent of last year to find a lower number here in june of last year now here's the numbers that many thought would really be ugly uh final demand year over year last look was 4.6 now that was really hot and uh what's it coming in at now i'm sorry last look was 3.4 we're expecting 4.6 comes in at four percent now like i said joe four percent isn't a great number and 3.4 our last look was the high since janet 25 but it's still less than we were looking for to find a higher number than four percent here in february of 23. now let's strip out food and energy year over year that was great day 39 to 38 last month it stays at 3.8 we're expecting a number over four percent 3.8 you know these are numbers that we really haven't seen going back other than february's read equaling 3.8 you have to go back to february of 23 and finally the most important number of all x food energy and trade year over year 3.6 we're expecting 3.8 our last look was 3.5 uh 3.6 would be the warmest since it was 3.7 in march of 23. so after all of that we see the market hasn't moved all that much and that isn't surprising on one hand these numbers are really hot there's no two percent anywhere in these numbers the feds metric but down from where we expected expectations and in many cases they're less than our last look on the month over month none of the year over year numbers are less than our last look uh we're hovering at 429 unchanged get this for the entire month of april on a closing yield basis we've closed between 428 and 435 that's how tight the range has been oil of course toying now with the 96 handle look at the dollar index joe the dollar index should have closed here will close at the lowest level since the 27th of february that was the day before the conflict started it gave up the entire crown of how it was pushed up during the worst parts of the conflict and i'm assuming of course that the worst parts in the rear view mirror because that's [00:12:41] Speaker 1: what the market's saying back to you yep there we go so there is the ppi report this morning now we have to break this down and work out how this affects the market going forward looking at uh our positions crypto uh the yen carry trade i'm going to be back for my next event very shortly uh you don't want to miss that it's a huge day so what we're going to do right now is i'm going to send you to the extra channel as i put together my next show the next show is starting very shortly all about crypto xrp is not going to save the day and people thinking that people are making up all these crazy numbers and crypto is going to go booming we are in crypto i love crypto i've got loads of it i've got like for forty thousand dollars of it but there's lots of people back again now telling everybody we're all going to get rich in five minutes here the discordians the lucas a's we're always winning we don't lose money we don't listen to idiots making up stuff we focus on balance sheets numbers valuations and the real deal so i'll be back very very shortly so what i'm going to do now is send you all to the extra channel what the extra channel does it replays what you've just heard this morning uh and uh and all the highlights for today uh while i set up for the next show so here is live now on extra let me just put that in the chat there it is join me there now it'll take you there automatically i've got some breaking news for you as well sensei's wife has gone into labor sensei's wife is now in labor you might want to show some love in the chat so they'll read it and uh and uh there'll be that'll make them smile later but yes jody uh his wife is now in in labor so look forward to hearing some great news later on today anyway i'm now going to go over to the extra channel i will see you back in a bit now if you want to know all my trades i i provide one-on-one service for a couple of bucks a month i don't need to charge money for this stuff i make money investing i started with five thousand dollars i've got 700 grand now invested this is just my brokerage account i got my roth ira i got my crypto position over 700 grand now from five grand no options no shorts if you want all my trade 24 7 i always win this is the date this is the clock these are my trades the only time i've lost is when i'm showing you what not to do and done tax harvesting if you want to join me there is discord 90 discount it's always available for you and uh click on that link if you want to become a member of youtube as well there is the membership link for all our members only events it's members week as soon as we get the headlines out of the way we're doing analysis free for all our electrum members right that's it from me click above my head for all the links down below in the description very shortly there'll be a link down here taking you to the xrp crypto yen carry trade event massive event as we prepare for what comes next and how we use these numbers over here i'll put the event and something down here i'll put that is useful for you it's not showing now during the live stream because we're live when this process is in about 20 minutes it'll be there i'll see you back very very shortly and then on discord of course for our daily event we do two a day so join me now on extra i can give you the link then for the event so you won't miss it it will replay what you've just missed and get ready for an explosive day on the markets we're winning again we'll be in the market again until next time as always take care of yourselves and each other bye-bye for now [00:16:26] Speaker ?: you