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Stocks Affected By Hot US Inflation Data, Trump Heads to China | Bloomberg Daybreak: Asia Edition, Sonic AI
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Stocks Affected By Hot US Inflation Data, Trump Heads to China | Bloomberg Daybreak: Asia Edition
Bloomberg Daybreak: Asia Edition
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May 13, 2026
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20:55
Stocks Affected By Hot US Inflation Data, Trump Heads to China | Bloomberg Daybreak: Asia Edition
From
Bloomberg Daybreak: Asia Edition
Doug Krizner
(host)
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Executive Summary
US inflation is accelerating (3.8% CPI), driven by energy prices linked to the Iran conflict, causing Treasury yields to rise and the market to price in a potential Fed rate hike instead of cuts.
A significant disconnect exists between bond and equity markets; bond markets are signaling higher inflation, while equity markets remain focused on the AI-driven capital expenditure boom, largely ignoring macro headwinds.
Asian economies are experiencing a K-shaped divergence: nations with strong AI hardware exposure like South Korea and Taiwan are outperforming, while developing economies like Indonesia face dual pressures from a strong dollar and high energy costs.
The upcoming US-China summit is critical, with the US seeking China's help to mediate the Iran conflict, leveraging China's significant trade influence in the Gulf region.
Potential US concessions on Taiwan are a key point of negotiation.
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Inflationary Pressures and Market Divergence
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Processed May 13, 2026
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