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BSCN·2026-05-13 13:45
PPI just printed 6.0% YoY, the hottest producer inflation read in over two years, with stage 1 intermediate goods up 8.9% (worst since October 2022). The rate-cut thesis is buried.Meanwhile Trump landed in Beijing this morning with Musk, Cook, Huang and Fink in tow, Schwab quietly opened spot crypto to retail, and the CLARITY Act markup hits tomorrow.The macro tape is on fire and the institutional rails are getting built anyway. Today's BSCN Insider Round-Up 🧵👇 ...