(https://www.cnbc.com/2026/06/11/producer-price-index-may-2026-.html), beating the 0.7% forecast — that's the second massive beat in back-to-back months. The energy shock is real, but here's what matters: industrials and materials companies can't pass through input costs fast enough before tariffs create pricing power decay. CAT and CLF are holding margins *today*, but the 4Q data shows net margins already contracting under earlier energy pressure.

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