Peter, do you have any sens from what we'veeen. Do you have any sense from the Pentagon or the White House that asking for this much money at a time WHEN SO MANY AMERICANS ARE STRUGGLING, RISKS WHAT LITTLE SUPPORT THEY STILL HAVE FOR THIS WAR. YEAH, THERE'S CERTAINLY A CONCERN IN REPUBLICAN CIRCLES ABOUT WHETHER THIS FITS IN WITH THE ARGUMENT about affordability, right.If this midterm election is going to be fought on the basis of who has done more to make lives more affordable, certainly the president, you ...

>> INFLATION HOT AND FUTURES LOWER. I AM MATT MILLER. DANI: AND I AM DANI BURGER."BLOOMBERG OPEN INTEREST" STARTS RIGHT NOW. MATT: INFLATION ACCELERATED IN APRIL WITH GAS, RENT AND FOOD PRICES CLIMBING. DANI: THE TECH RALLY LOSES STEAM, SOUTH KOREA STOCKS SWING ON A PROPOSAL TO DISTRIBUTE A.I. PROFITS TO CITIZENS. MATT: J.P. MORGAN'S MARKETS BUSINESS IS BOOMING. JAMIE DIMON JOINS US FOR A BLOOMBERG EXCLUSIVE.DANI: THEY ARE ALL GETTING PAID BIG BONUSES. PRIVATE CREDIT IS NOT A PROBLEM. PRETTY SWEET AT J.P. M ...

Welcome to Market Catalyst. I'm Julie Hyman. 30 minutes into the US trading day and let's take a look at the major averages which are under pressure across the board this morning.We got consumer inflation numbers that showed inflation coming in hotter than estimated particularly seeing pressure from energy prices, but not just energy prices. Airfares are up, food prices are up. Um, and we're seeing a little bit of negative pressure on the markets.Although we should say stocks were down even before this repo ...

Inflation brings higher cost of living and higher asset prices.This means investors get richer while everyone else fall behind. https://t.co/BjScAans0t ...

🔥 HOT TOPIC: 3.8% CPI just walled off the rallyInflation came in hot and bulls are stuck. Are rate cuts still on, or does sticky CPI force a pause? 👇https://t.co/upDGiA0Eiu https://t.co/Lb81NImDtJ ...

I know you have another screen open right now with the stock charts of Sandis, Micron, Intel, Nvidia, Cororeweave, and the SOX. Maybe another one open looking at the CPI components. Check out the tomato line.Massive inflation there. Now, nothing against all this, but I do want to say there are other things going on in these markets. A good example is what I characterize as today being a great day for persons of interest and I am coming in hot on two people in particular because one I can since it's my show ...

The markets are optimistic. They're optimistic that there's some kind of resolution. The Middle East.Are they overlooking the worries about inflation. Welcome. Happy to be here.I think it's a little bit too much exuberance out there. It's not just the Middle East. It's, you know, Ukraine, Russia.Still there. America, China. There are a lot of these complex issues which may or may not affect the market.But then there are issues like inflation. You know, the today's print wasn't so good. So yeah, I think the ...

10-YEAR TREASURY YIELDS TAG 5% AS IRAN ENERGY SHOCK REIGNITES INFLATIONInvestors dumped U.S. government debt Tuesday morning, sending the 10-year Treasury yield toward the 5% milestone for the first time this cycle. Higher energy prices from the Iran conflict are feeding directly into cost-of-living expectations.The move puts the 10Y up roughly 50 basis points from the 4.50% level that triggered Trump's "Too Late is a disaster" post just one week ago. The bond market is now pricing in a 2026 inflation regim ...

What catches your eye looking at this report. Well, there's some hints of second round effects of higher energy prices on core. So those airline numbers, the food at home numbers, there's also kind of spillage into headline through food because a lot of food prices are related to transportation costs.And so the concern here, the assumption here, I think, from the Fed's point of view and ours is that oil prices tend to give you headline effects but not core effects. And there's at least at the moment, given ...

And we're back. Welcome to Y Finances Morning Brief. And just like that, I'm Julie. There's Miles Adlin. We're back from our coverage earlier of the breaking news of consumer inflation, uh, which was hotter than expected and not just because of the wonky effects from the government shutdown. Um and as Joe Brousellis was on with us pointed out really the one of the biggest takeaways from this report is that inflationadjusted wages are now negative. Yeah. Right. So in other words wages are growing slow more s ...