Bond Traders Bet on a 4.3% CPI Surge: What It Means for Markets After Korea's Circuit Breaker | June 8, 2026 – Morning Market Briefing episode artwork

EPISODE · Jun 8, 2026 · 17 MIN

Bond Traders Bet on a 4.3% CPI Surge: What It Means for Markets After Korea's Circuit Breaker | June 8, 2026 – Morning Market Briefing

from The Morning Market Briefing · host Narwhal Capital Management

Andrew, Tom, and Thomas discuss Korea's stock market hitting a circuit breaker overnight with an 8.5% drop, bond traders positioning for a 4.3% CPI surge that could complicate Kevin Warsh's rate-cut plans, and what the renewed inflation fears mean for markets, the Fed, and the AI trade.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

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Bond Traders Bet on a 4.3% CPI Surge: What It Means for Markets After Korea's Circuit Breaker | June 8, 2026 – Morning Market Briefing

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