May 21, 2026
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- One source of inflation that has not eased is beef prices as live cattle futures currently sit near records of $2.40/lb.
- US flash PMIs from S&P Global were stronger than international peers, especially for the manufacturing sector.
- While the single-family housing market remains challenged by high rates, multifamily starts are +20% YoY and at new cycle highs.
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May 20, 2026
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- Today’s release of the FOMC Minutes confirmed that a rump of hawkish members believe that the FOMC should remove the dovish bias from their statement.
- NVIDIA (NVDA) earnings showed that data center revenues continue to power growth with compute up 76.8% YoY and networking up 199% YoY.
- Petroleum inventories have drawn by a record degree over the past month while net exports hover near record highs.
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May 19, 2026
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- Moves higher despite negative breadth have been a feature of the rallies in both the broad market and our Best of Breed basket.
- As the surveyed 30 year mortgage rate reached 6.75%, 10y real yields have surged 17 bps in three sessions.
- Delinquency and charge off rates for all loans and credit cards have improved, but rates for commercial and industrial loans hit multi-year highs.
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May 18, 2026
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- Agricultural commodities have begun to breakout after a long term triple bottom.
- Urea prices have begun to fade as phosphate prices have begun to inflect higher.
- US office vacancy rates hit a new record high of 21% in Q1 while office completions have fallen to a record low
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May 14, 2026
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- The rebound in AI Doom stocks has broken over the past week while proxies for OpenAI have ripped higher.
- The past month has seen a historic consistency of new highs despite breadth hardly notching any new highs.
- Both import and export prices rose significantly more than expected in April data.
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May 13, 2026
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- The Brazil ETF (EWZ) was down 4% today, breaking support at its 50-DMA.
- Other than the 2022-2022 period of very high inflation, April saw the highest PPI reading since the current iteration of the final demand series was introduced back in 2010.
- Today’s Fedspeak in the wake of the latest inflation data was decisively hawkish.
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