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Morning Thoughts

AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma

CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin

AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod

Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione
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