Stocks
May, 2026
30 year treasury yield at highest since may 2025. CPI 3.8% PPI 6%. BofA: no cuts until july 2027. JPMorgan: next move is a HIKE. warsh’s first FOMC is june 17 and the bond market is already doing his job for him.
Question regarding employee stock options
powell’s term expired friday. kevin warsh inherits 3.8 percent CPI, 6 percent PPI, and a bond market pricing in rate hikes not cuts. good lu
Jim Cramer on Cerebras: “You’ll Have to Buy It Up Here Without My Blessing”