Inflation

Markets

U.S. wholesale inflation accelerates 6% in April, strongest pace since 2022

Producer prices rose 6% year over year in April 2026, the sharpest increase since 2022, reshaping market expectations for interest rates and earnings.

May 23, 2026 | 321

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Banking

Fed’s 2025 Household Well-Being Report Lands: What It Signals for Rates, Lending, and Markets

The Federal Reserve released its 2025 Economic Well-Being of U.S. Households report on May 13, 2026, offering a fresh read on family finances, credit access, and spending. Here’s what it means for rates, banks, and investors across stocks, ETFs, and crypto.

May 23, 2026 | 612

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Markets

Kevin Warsh Steps Into a Fed Unwilling to Cut as Inflation Reignites and Yields Jump

Kevin Warsh enters Federal Reserve leadership with inflation reaccelerating and Treasury yields surging, setting up a tough debate over when to lower interest rates and how to steady markets.

May 23, 2026 | 224

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Markets

June market catalysts: Fed, inflation prints, index reshuffles — and why a political birthday made some sell lists

Traders are flagging a crowded June calendar — from Fed policy signals and inflation data to options expirations and index rebalances — with some desks even citing political optics around Donald Trump’s June 14 birthday as a potential volatility spark.

May 23, 2026 | 244

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Markets

China Signals Tariff Easing and Wider Farm Market Access After Trump–Xi Meeting

Beijing indicates it may lower select import duties and expand access for foreign farm goods following a Trump–Xi dialogue, a move investors watch for implications on supply chains, inflation, and rates.

May 23, 2026 | 223

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Markets

Oil extends gains as U.S.-Iran stalemate raises supply-risk premium

Crude benchmarks climbed after weekend warnings underscored stalled U.S.-Iran diplomacy, reviving concerns over flows through the Strait of Hormuz and the broader inflation path for markets.

May 23, 2026 | 203

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Markets

Bernstein’s take: Defining traits of a top‑tier data center market in the AI buildout era

Bernstein outlines how to identify leading data center hubs as AI demand, power constraints, and financing costs reshape the market. Here’s what changed, why it matters for stocks and credit, and the risks investors should watch.

May 23, 2026 | 222

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Markets

UAE’s OPEC Exit Framed as Economic Strategy, Recasts Oil Market Dynamics

The United Arab Emirates confirmed it left OPEC on May 1, describing the move as a strategic economic decision. Here’s what changed, why it matters for markets, and the potential scenarios investors should consider.

May 23, 2026 | 201

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Markets

Standard Chartered targets 15% reduction in corporate functions roles by 2030

Standard Chartered plans to trim corporate functions headcount by 15% by 2030, extending a multi‑year efficiency push that could influence bank stocks and sector cost dynamics.

May 23, 2026 | 214

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