The Morning Dose
Morning Dose #266: Inflation Spike, Market Sprint: The Earnings Override – Thursday 5/14/2026
0:003:07
Audio could not be loaded. Open the file directly.
Episode summary
Despite a surprising PPI inflation spike, markets are hitting record highs driven by mega-cap earnings and AI dominance. This episode breaks down the decoupling of equities from macro fears and provides an offensive trading playbook for today’s session.