The Morning Dose
Morning Dose #265: Inflation Shock vs. Trade Hopes: Navigating a Fragile Market – Wednesday 5/13/2026
0:004:17
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Episode summary
A deep dive into the market’s conflicting signals as a massive PPI inflation surge clashes with geopolitical trade optimism. We analyze the crumbling market breadth, the dominance of mega-caps, and provide a defensive playbook for navigating today’s volatility.