Week Ahead 2026.05.17

Last week markets increasingly priced in an unlikely inflationary boom ahead. The start of the week will be a good time to see just how strong the BTFD view is among those chasing the highs.

After all that volatility last week stocks ended up flat despite 10yr yields puking 25bps higher and Brent up 10%. Many writing a this time is different case while the intermarket action increasingl…