Monday Morning Must-Knows - May 11, 2026

Monday Morning Must-Knows by Trading Academy

May 11, 2026

Inflation Warning This Week: CPI, PPI, Retail Sales & Kevin Warsh Vote

Markets are pushing higher again, with the S&P up more than 2% and the Nasdaq breaking above 5% last week as tech continues to surge. But this week brings several major catalysts that could either keep the rally moving or create a shift in momentum.

In this episode of Monday Morning Must Knows, Merlin Rothfeld breaks down the key earnings reports, the CPI and PPI inflation data, retail sales expectations, and the Kevin Warsh vote that could begin the transition away from Jerome Powell as Fed Chair. He also explains why inflation pressure could change the Fed’s next move, with rate hike odds now sitting around 16% by December.

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