Thursday's producer-price index printed flat month-over-month, below the 0.2 percent consensus, and confirmed what Wednesday's CPI already suggested — the disinflation trend is intact. Cisco beat and sold off. Applied Materials beat and ran. The S&P and Nasdaq closed at fresh records for the fourth week in a row. Below is how to read the setup heading into a weekend that precedes FOMC minutes on Wednesday, Walmart on Thursday, and Nvidia the following Wednesday.