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What I Am Reading

Tuesday, May 12, 2026

Markets

The hottest inflation print in 3 years has derailed the record-setting rally in stocksBusiness Insider
S&P 500 retreats from record after high inflation reading, drop in tech stocks: Live updatesCNBC

Credit

US credit markets defy war risks as cash drives rallyReuters

Commodities

EIA Sees Prolonged War in Iran Draining Global Oil Stocks Faster Than ExpectedWall Street Journal
Why the oil crisis could become a full-blown catastrophe within a monthMarketWatch

Central banks

US economy

Inflation Soared to 3.8% in April, Driven by Gasoline PricesWall Street Journal
Wages up, prices up: April CPI shows inflation acceleratesYahoo Finance
Prices at the Pump Are Wiping Out Wage GainsWall Street Journal
There Is a Fire Sale on M.B.A.sWall Street Journal

Europe

UK mid-caps drop as political uncertainty and Middle East concerns hit sentimentReuters
The World’s Most Surprising Capitalist Makeover Is Under Way in SwedenWall Street Journal

AI & Robots

The case for owning cybersecurity stocks in the age of AI just got strongerCNBC
Are Memory Specialists a Better Way to Play the AI Boom Than AI Chipmakers?Yahoo Finance
Data Centers in Space: A Pipe Dream, or AI’s Next Big Thing?Wall Street Journal

Trade

Geopolitics

US Inflation Rate y/y (April 2026)

Source:Bureau of Labor Statistics