Inflation Data Calms Markets | Bloomberg Open Interest 2/13/2026
Original Report
Inflation closing out a high-stakes week — with CPI coming in fairly mild. Meanwhile, the "AI trade scare" rattled markets this week. Today, logistics stocks are caught in the crossfire. And private...
Inflation closing out a high-stakes week — with CPI coming in fairly mild. Meanwhile, the "AI trade scare" rattled markets this week. Today, logistics stocks are caught in the crossfire. And private credit’s massive software bet? Bigger than investors may realize. Bloomberg uncovers at least 250 hidden investments worth more than $9 billion. Plus — building AI data centers in space. We speak with Phantom Space CEO James Cantrell on the new frontier. (Source: Bloomberg)
Glass House Analysis
This development in the banking sector reflects broader tensions between regulatory pressure and financial industry practices. The banking system serves as the circulatory system of the economy; any disruption ripples through to small businesses, homebuyers, and everyday consumers who depend on credit access.
International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.
Inflation is the silent tax that erodes purchasing power, hitting hardest those who can least afford it. When grocery bills rise faster than wages, families face impossible choices between food, medicine, and rent. Unlike market volatility that mainly affects investors, inflation touches everyone who buys groceries, fills a gas tank, or pays rent.
Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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