2025-12-10 13:40:22

Interesting divergence in China's latest economic readings. Consumer prices just hit a nearly two-year peak, driven largely by rising food costs. Sounds bullish on the surface, right?

But here's the catch: factory-gate prices are sinking deeper into deflationary territory, and domestic consumption remains disappointingly weak. This tells a different story—producers are squeezed, and real demand isn't keeping pace with headline inflation.

For those tracking macro signals, this kind of split matters. When consumer inflation rises but demand stays soft, it often points to cost-push pressures rather than genuine economic strength. Worth monitoring how this plays out, especially given its ripple effects on global risk sentiment and liquidity conditions.

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MemecoinTrader

· 12-12 13:43

yo this is the classic china playbook tho... pump cpi narrative while ppi gets absolutely rekt. textbook cost-push psyops. demand's dead but hey, food prices go brrr so retail thinks economy's fine lmao the real alpha? producers are getting squeezed to death. watch how this cascades into the liquidity markets fr

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0xSherlock

· 12-11 23:19

Food price hikes are old news; production is still squeezing, which is outrageous --- Good consumption data but weak demand, a typical false prosperity, be cautious --- Rising costs pushing up prices ≠ a truly strong economy, the difference is huge --- PPI heading for deflation but still claiming prosperity, are you kidding? --- Can't afford to eat ≠ a good economy, who believes this logic? --- Prices are rising while no one is buying, producers should be crying --- Splitting data again, this time inflation is playing by two standards?

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WhaleMistaker

· 12-11 10:36

Food price hikes cannot hide the pain on the production side; these data are conflicting quite intensely. Producer deflation + weak consumption, in simple terms, it's just that demand is not enough. Feels like another round of cost shifting; real demand has long been squeezed dry. This kind of split-play needs to be adjusted sooner or later; just wait and see how painful it gets later. Consumption data is a mess; food price increases can't save this situation. Factory prices are falling, producers have no vitality; this cycle is truly relentless. It looks like price increases, but in reality, it's the economy weakening... a familiar pattern.

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AirdropLicker

· 12-11 08:55

Food prices are rising, producers are under immense pressure, yet consumer demand still can't pick up. This is a deadlock. PPI deflation and CPI inflation—economic data is playing tricks; it's hard to understand. In reality, true strength should come from demand-driven growth. Currently, prices are artificially inflated; how can retail investors survive? This maneuver has caused global liquidity to tighten as well; we need to be cautious. Weak consumer spending is the real problem; everything else is just superficial talk.

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OPsychology

· 12-10 14:10

A typical sign of stagflation: consumer data looks good, but the production side is bleeding; that's the core issue.

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FOMOmonster

· 12-10 14:10

Food prices have skyrocketed, but production is being squeezed, this is outrageous Wait, is this really a rise? Costs are tormenting me repeatedly Demand is so weak, it shows that everyone has no money Producers are being sidelined, and consumers dare not spend, this is how the contradictions break down This data, frankly, is just the prelude to stagflation, feeling frustrated and constrained

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GasFeeSurvivor

· 12-10 14:06

Really can't afford to buy food anymore; the production side is still squeezing blood and sweat... If this data truly continues to split like this, a collapse is only a matter of time.

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GasGuzzler

· 12-10 13:58

Food prices are rising, but producers are squeezing... That margin is the life of the retail investors. --- It's that same old trick again, surface inflation is pushing up while actual demand remains stagnant, and producers are simply lying flat. --- Cost-push inflation? Basically, no one is willing to foot the bill. These numbers look really uncomfortable. --- PPI deflation + CPI increase? That's outrageous, it feels like the middlemen are earning the difference. --- It feels like blowing bubbles; weak consumption is the real issue, everything else is just虚假的. --- Here we go again with a "false prosperity," and it all depends on how liquidity moves. --- This wave of data is split more fiercely than usual; producers are really going to struggle to make ends meet.

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TheShibaWhisperer

· 12-10 13:51

Food prices are rising but people are afraid to spend, and production is being squeezed, this is called false inflation. Cost-push inflation, demand is dead, how can it be considered strong? CPI is rising while PPI is deflationary, life for the middle class is really tough. Basically, it's a lying-flat market; with all the money spent on groceries, how else can it be used? This split data looks uncomfortable; liquidity must have been overextended long ago. Producers are squeezed, consumption isn't moving, and the middle class is being trapped. Wait, isn't this a typical prelude to stagflation? CPI is artificially high while PPI is declining, it's a painful nested situation.

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fomo_fighter

· 12-10 13:45

This is a typical case of data mismatch. On the surface, it looks bullish, but it's all fake. It's true that people can't afford to eat, and production is still shrinking. The economic recovery is a bit exaggerated. Weak consumption is the real problem; food price hikes won't save the overall market. Another "looks good but actually toxic" data point—same old story. Producers are being squeezed, and consumption hasn't kept up. If this split continues, it will be a big problem.

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