VRA Letter: Bullish Setup Remains in Place. ‘Making Money’ with Charles Payne. May CPI Raises More Questions for the Fed. Tesla, GameStop. - Vertical Research Advisory

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VRA Letter: Bullish Setup Remains in Place. ‘Making Money’ with Charles Payne. May CPI Raises More Questions for the Fed. Tesla, GameStop.

Good Wednesday morning. I’m scheduled to be on Fox Business ‘Making Money’ with Charles Payne in the 2pm est hour. Hope you can join us! Breaking: The May CPI report is out and it’s a win for Trump and the US economy and� ...

Posted On June 11, 20256 MIN Read

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Good Wednesday morning. I’m scheduled to be on Fox Business ‘Making Money’ with Charles Payne in the 2pm est hour. Hope you can join us!

Breaking: The May CPI report is out and it’s a win for Trump and the US economy and another loss for “always late” J Powell. Core CPI rose just .01% vs estimates of .03% with Y/Y inflation coming in at 2.4%. The equity and debt markets like the news, with futures flipping to positive while 10 year yields are slumping to 4.43%. The question of the day: What excuse will Powell and his merry band of money printers come up with now for refusing to resume their rate-cutting schedule?

Market Update

In addition to this mornings positive CPI report there is now a trade framework in place with China. Details are scarce but what we know is the risk of going back to 145% tariffs against is no longer in place. Another win for our V-shaped recovery and freight train of a bull market.

While the focus of the bears has been centered on the high levels of...

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