PPI · EVENT PLAYBOOK
U.S. PPI schedule and market impact
PPI measures changes in selling prices received by domestic producers. The BLS typically releases it at 8:30 a.m. ET (8:30 p.m. Beijing time during U.S. daylight time; 9:30 p.m. during standard time).
WHY IT MATTERS
Why U.S. equities care
PPI captures cost and pricing pressure at the producer level and feeds into parts of the PCE framework, so it is often read as an upstream inflation signal.
WHAT TO READ
What to read first
- 01
Headline and core PPI month over month
- 02
Services versus goods divergence
- 03
Trade, transportation and warehousing services
- 04
Pass-through to CPI and PCE
IMPACT PATHS · INFERENCE
Potential paths, not trade calls
Upstream cost pressure builds → markets watch pass-through to consumer inflation → yields and valuations face more pressure
Cost pressure eases → margin expectations improve → the inflation narrative cools
READING BOUNDARIES
Common reading mistakes
- PPI and CPI use different baskets and scopes
- Components can be moved by a few industries, so single months are noisy
- Reaction depends on what was already priced
2026 PPI release schedule (Beijing time)
Dates and times follow the official schedule
| Date (Beijing) | Beijing time | Eastern time | Period |
|---|---|---|---|
| Thu, Oct 15 | 20:30 | 08:30 | September 2026 data |
| Fri, Nov 13 | 21:30 | 08:30 | October 2026 data |
| Tue, Dec 15 | 21:30 | 08:30 | November 2026 data |
All 2026 release dates already published by the agency, plus any next-year dates it has announced. Later changes follow the official source.