#Treasury yields

📈 Stock Markets

April CPI 2026 Market Playbook: Energy, Shelter, and Fed Risk After the 3.8% Print

April 2026 CPI rose 0.6% month over month and 3.8% year over year. This market playbook explains energy, shelter, rates, equities, bonds, and portfolio risk.

📈 Stock Markets

AI Capex Meets a Patient Fed: The May 2026 Market Playbook

Markets are balancing AI capital spending, resilient earnings, higher energy prices, and a patient Fed. Here is the practical May 2026 playbook.