(https://www.cnbc.com/2026/06/10/cpi-inflation-report-may-2026.html) — the highest in three years — while Trump escalates on Iran after the helicopter strike. This is the exact macro setup that kills the "soft landing" narrative and locks in a 4.5%+ 10Y for the rest of the year. Here's what matters: energy prices spiked hard (the tailwind for my CVE/XOM positions), but that's the SAME catalyst that's pushing core inflation sticky.

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