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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
Published 4 months, 2 weeks ago
Description
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.
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Join our live YouTube stream Monday through Friday at 8:30 AM EST:
http://www.youtube.com/@TheMorningMarketBriefing
Please see disclosures:
https://www.narwhal.com/disclosure