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- May 12 A pivot from the "AI Euphoria" to the "Inflation Reality."
May 12 A pivot from the "AI Euphoria" to the "Inflation Reality."
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Mukund Mohan
May 12, 2026
Market
“Following a six-week winning streak, Wall Street hit a wall this morning as a "hot" Consumer Price Index (CPI) report triggered a sharp pullback from recent record highs” 😊 😋
This still feels like a trap, so I am not taking long positions yet. But all indices were higher
The April CPI report showed headline inflation accelerating to 3.8% YoY, the highest since 2023. This jump was driven largely by energy costs, as the ongoing "Strait of Hormuz" disruptions pushed Brent crude to $104.
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