LIVE: CPI DATA INFLATION REPORT MAY 2026
In a Nutshell
May 2026 CPI report showed overall inflation at 3.8% (exp. 3.7%) and core CPI at 2.8% (exp. 2.7%), worse than expected, driven by energy surges like fuel oil +5.8% MoM and food +0.7% at home. Markets remained irrationally stable near highs despite the hotter-than-anticipated data, with warnings of potential Fed rate hike delays and historical parallels to 2022 selloffs. Speaker urges patience, no leverage, small position sizes, and watching for trading opportunities amid pre-market volatility in stocks like HIMS and semis.
These notes were generated by AI and may contain inaccuracies.
Good morning. It's Ricky with Techbut Solutions. Today's May 12th, 5:26 AM in Arizona. Live for the CPI data report, an inflation report on the consumer side, releasing in minutes. Market expectations: overall CPI from 3.3% to 3.7%. Focus on core CPI expected from 2.6% to 2.7%.
Hims reported terrible earnings yesterday, gapped down 15%. Interesting to watch in live trading with LPP team: will it find support or continue selling?
NASDAQ down 1%. Markets irrational—down 1% doesn't mean close down 1%. PLTR down 1.4%, SanDisk down 4%. Semi stocks pumped irrationally, parabolic moves dangerous to trade against. Reminder for beginners: markets stay irrational longer than you stay solvent. No leverage, no margin; use money you can tolerate losing.
Watching markets, hoping CPI creates opportunities for live trading session.
30 seconds to release. Drop thumbs up for breakdown.
CPI increased 6% as expected. All items less food and energy (core) rose 4%, bigger than expected. Actuals: overall CPI 3.3% to 3.8% (exp. 3.7%), core CPI 2.6% to 2.8% (exp. 2.7%). Worse than expected—inflation higher, not good. Markets holding irrationally at all-time highs, already priced in. Minimal movement at 7:05 AM.
Offer to break down report in detail.
CPI report monthly on consumer inflation; tomorrow PPI on producer side. CPI more influential, but markets irrational with greed, recovering despite bad data.
Trump administration announced reducing tariffs on beef imports. They claim consumers don't pay tariffs, but tariffs raise prices passed to consumers, seen in oil and influenced items. Inflation worse than expected, close to 4%. Recall 2022: inflation at 40-year highs forced Fed to raise rates.
Overall CPI shot up February, March, April. Core CPI (less food/energy) gradual increase to nearly 3%.
Line items:
- Food: +0.5%
- Food at home: +0.7%
- Food away from home: +0.2%
- Energy: +3.8%
- Energy commodities: +5.6%
- Gasoline all types: +5.4%
- Fuel oil: +5.8% (biggest jump)
- Energy services: +1.6%
- Electricity: +2.1%
- Utility gas pipe services: -0.1%
- All items less food and energy: +0.4%
Biggest contributor: energy sector, especially fuel oil +5.8% month-over-month. Consumers paying more at pump. Inflation seeping into shelter, transportation services, medical care services.
12-month consensus: April overall inflation +6%, core +4%.
Don't be fooled by pre-market; patience. CPI not same as last month—core and overall up, +6% month-over-month jump.
Markets irrational, pumping before open despite down ~1%. Watch Trump tweets to manipulate buying the dip.
Inflation up bad for everyone, businesses. Fed unlikely to cut rates (inflationary) if inflation rises. Markets ignore temporarily like 2022, but eventually matters—sold off 12 months from 3A highs to 260 lows as Fed hiked aggressively against 2% target.
Stay patient, calculated, watch position size. Discuss more in LPP live trading (second link below: one-time payment, lifetime access). Use risk calculator (second link) for risk ratio, P/L potential.
Going live at market open. Message Discord or save questions. End year green. Take care.
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