Thu Oct 15 — September PPI runs red-hot (1.3% m/m, 6.3% y/y vs 5.3% expected) alongside a 0.8% retail-sales beat, and the tape splits in two: the Dow rallies 1.08% (+556 pts) to 52,177.69 on a hard rotation out of tech, the S&P 500 grinds +0.33% to 7,744.06 as the 10-year drops 10bp to 5.09%, and the Nasdaq claws back to flat; October hike odds ease to ~29%.