Group 1 - The core viewpoint of the articles highlights the significant rise in the Producer Price Index (PPI) for July, indicating strong inflationary pressures due to recent tariff policies, which may impact the Federal Reserve's interest rate decisions [1][2]. - The PPI increased by 0.9% month-over-month, far exceeding the expected 0.2%, and year-over-year, it rose by 3.3%, marking the fastest growth since February 2025 [1]. - Core PPI, excluding food, energy, and trade services, also saw its largest increase since 2022, suggesting widespread inflationary pressures across various sectors [1]. Group 2 - Service prices led the increase, rising by 1.1%, the largest gain since March 2022, with notable increases in investment management, securities brokerage, and lodging prices [1]. - Commodity prices rose by 0.7%, driven primarily by a 1.4% increase in food costs, with fresh and dried vegetable prices surging nearly 39% in a single month [1]. - The market anticipates that the Federal Reserve will still implement a 25 basis point rate cut in September, despite the surprising PPI data, which may lead to a reassessment of future rate cut expectations [2]. Group 3 - The USD/JPY exchange rate fluctuated significantly, with a recent drop to 147.31, reflecting the ongoing impact of economic data and central bank policy expectations on currency movements [1][3]. - Technical traders are advised to monitor the USD/JPY within the range of 145.80 to 149.00, as a breakout above the 200-day moving average could signal further upward movement towards the 151.50 target [3]. - Conversely, a downward break could lead to a target near the June low of 143.00, indicating potential volatility in the currency pair [3].

Group 1 - The Producer Price Index (PPI) in the U.S. rose significantly in July, with a year-on-year increase from 2.3% in June to 3.3%, surpassing market expectations of 2.5% [1] - Month-on-month, the PPI increased by 0.9%, marking the largest rise in nearly three years, exceeding the expected 0.2% and previous value of 0% [1] - Core PPI, excluding food and energy, saw a year-on-year increase of 3.7%, higher than the expected 3% and previous value of 2.6% [1] Group 2 - Service costs were the main driver of the PPI increase, with a month-on-month rise of 1.1% in July [2] - Wholesale and retail profit margins surged by 2%, primarily driven by wholesale machinery equipment [2] - The PPI for goods, excluding food and energy, increased by 0.4% [2] Group 3 - The PPI energy prices followed the rise in international oil prices, indicating a correlation between energy costs and PPI [3] - Companies are adjusting the pricing of goods and services to offset the cost pressures from higher tariffs in the U.S. [3] - The extent to which companies pass on tariff burdens to consumers will be a key factor in determining future interest rate paths [3]