Daily Briefing — May 13, 2026 | Inflation Persistence, Elevated Energy Costs, and AI Investment Trends Shape Market Outlook

In this episode of Slotly News, we examine the latest U.S. inflation data showing hotter-than-expected CPI and PPI readings, driven largely by energy costs linked to Middle East supply disruptions. We analyze how this affects Federal Reserve, ECB, and Bank of Japan policy expectations, with rates likely remaining restrictive for longer. Equity markets showed mixed performance, with the S&P 500 and Nasdaq pulling back modestly while the Dow edged higher; we provide context on sector rotation and the resilience of technology shares tied to artificial intelligence infrastructure spending. The briefing covers bond yields and currency movements, regional equity performance across the US, Europe, and Asia, and corporate highlights including SoftBank’s gains from its OpenAI exposure and the SEC’s proposal on semi-annual reporting. We also explore sustained high oil prices—Brent near $107-110—and their cause-and-effect relationships with global inflation, corporate margins, and potential demand effects.