Weekly Market Commentary 5/16: Mid Month Data Review

Описание: 📈 Watch the full episode:
In this week’s episode, the Main Management Research Team — Alex Varner and Alex Dippery — covers a data-heavy week filled with meaningful inflation and sentiment updates:

✅ Encouraging inflation readings, as April CPI came in cooler than expected (+0.2% MoM), with core PPI down -0.4% MoM — the biggest drop since April 2020
✅ Small business optimism (NFIB) dropped below pre-election levels as tariff uncertainty weighs on confidence, CapEx plans, and pricing intentions
✅ University of Michigan consumer sentiment dropped to its second-lowest reading ever; inflation expectations surged to 7.3% (1-year) and 4.6% (5-year), with divergence by party beginning to narrow.

With inflation readings softening and economic sentiment deteriorating further, the Fed may gain more room to cut — but ongoing tariff impacts and consumer expectations remain key risks to watch.

📝 Read the full Weekly Market Note: https://www.mainmgt.com/uk/wp-content...

📌 This content is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. All views expressed reflect current analysis as of the date of recording and may change without notice.

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