The Market Forgot About Inflation.
Futures are higher. Nasdaq +1.2%, S&P +0.6%... both pointing at fresh record highs. The catalyst: Washington cleared select Chinese firms to buy Nvidia's H200 chips. Jensen's trip delivered.
That's the headline. Here's what's underneath it: April PPI hit its highest level since 2022. Combined with Tuesday's hot CPI, the Fed's rate-cut window for 2026 just closed. Some desks are now modeling a 2027 rate hike, not a cut.
The market is choosing not to care. The AI trade is overwhelming the inflation trade. This is when discipline matters most.
Tickers I'm watching: Cisco (CSCO) up 17% post-earnings... raised FY26 guidance, networking grew 25%. Dillard's (DDS) reports before the bell. April retail sales drop at 8:30 a.m. ET. Applied Materials (AMAT) after the close.
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