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May 14, 2026
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5 min read
Trump and Xi agreed the Strait must stay open. Nvidia got cleared to sell advanced chips to China. Cisco raised its AI order forecast. The market got everything it was waiting for in one afternoon.
Kevin Warsh was confirmed as Fed chair Wednesday night. He inherits the hottest producer prices in four years. He wants lower rates. The bond market just told him no.
May 13, 2026
PPI rose. Jensen Huang was last-minute added to Trump's China trip. Retail stocks are down 6.5% this week. Two-thirds of the S&P fell today while the index hit a record.
Qualcomm posted its worst session since 2020. The chip rally that carried this market for six weeks broke on a hot consumer price report and rising crude. Today, producer prices land at 8:30, the Senate votes on a new Fed chair, and Cisco reports into a sector that just lost its footing.
May 12, 2026
6 min read
Rate cuts are no longer a 2026 story. Chip stocks led the selloff. UK gilts hit their worst levels since 2008. The market's six-week winning streak has its first real crack.
April's inflation print drops this morning into a market sitting at all-time highs on the thinnest leadership in months. The Aramco CEO just warned oil markets won't normalize until next year. Kevin Warsh's confirmation vote is expected within days.
