The Numbers Look Fine Until You Read Them | S2 E345 | 05-12-26

Markets with Megan: A Quick Financial Markets Update · May 12, 2026 · 4m · transcript

That CPI headline might look “close enough,” but when we slow down and read the report like investors do, it’s hard to call April a win. We walk through why a 0.6% monthly jump in headline inflation and a 0.4% rise in core inflation point to renewed price pressure, not a smooth glide back to normal. If you care about the stock market, bond yields, mortgage rates, or your grocery bill, this breakdown connects the dots from the Consumer Price Index to real world costs.

We get specific about what’s driving the print: energy commodities surge, services inflation picks up where most spending…