Markets Ignored Something Dangerous Today #investing #china #gold #oil

追加: 2026-05-18

[00:00:00]China just sided with the US on the Strait of Hormuz and that changes everything. Trump and Xi agreed that the Strait must stay open and that Iran cannot charge shipping. Markets absolutely rallied on this, the Dow reclaiming 50,000 and the S&P hitting yet another record. But here's a problem that nobody's really talking about.

[00:00:19]While markets are celebrating diplomacy, inflation keeps getting worse. PPI came in at 6% and the 10-year yield hit another new yearly high. Now keep an eye out for my long video on yields and bonds and why your eyes need to be there. But the Strait problem may be easing here, but the inflation problem is absolutely not.

[00:00:42]So China changed the geopolitical story today, but the inflation story continues to be getting harder to ignore. Are markets really getting complacent here?

[00:00:50]Yes or no, comment down below, follow and I'll see you at the opening bell.