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Hottest Inflation Report In 3 Years Has One Big Problem, Sonic AI
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Hottest Inflation Report In 3 Years Has One Big Problem
Prof G Markets
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May 13, 2026
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34:06
Hottest Inflation Report In 3 Years Has One Big Problem
From
Prof G Markets
Ed Elson
(host)
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Executive Summary
US inflation hit a three-year high of 3.8%, driven primarily by a surge in energy prices linked to the US-Iran conflict and the closure of the Strait of Hormuz.
The semiconductor sector is experiencing an unprecedented rally, with the SOX index up 66% year-to-date, fueled by nearly $1 trillion in AI-related capital expenditures from hyperscalers.
The confirmation of Kevin Walsh as a new Federal Reserve governor introduces uncertainty, given his conflicting past as an 'inflation hawk' and recent behavior suggesting potential political influence.
Concerns are emerging about the sustainability of AI demand, as reports from Amazon and Meta reveal employees are 'token maxing'—faking AI usage to meet corporate targets, an example of Goodhart's Law.
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