Daily Brief: PPI Shock at 6.5% — What It Means for Rates, Markets, and Your Portfolio
May PPI surged 6.5% YoY — hottest since Nov 2022. Energy costs drove the spike as jobless claims edged up. What it means for rates, markets, and your next move.
Daily Brief: CPI Breaks 4% as Iran War Feeds the Inflation Fire
May CPI hit 4.2% — the highest since April 2023. But energy drove 60% of the move, and core came in below expectations. Here is what it means for your…
Daily Brief: The 4.2% CPI Print Is an Energy Shock — Here’s How to Position for It
May CPI hit 4.2% but it's an energy shock, not broad inflation. Here's what to own, hedge, and avoid as gasoline surges 40.5% and core holds at 2.9%.