Bloomberg Television · Inflation Climbs, Tech Cools and Dimon Warns on Market Exuberance | Open Interest 5/12/2026

1. 1. US headline CPI accelerated in April to 3.8% year-over-year, its highest since 2023.
2. 2. A South Korean policy adviser's post proposing an AI profit tax triggered significant chip stock declines.
3. 3. Jamie Dimon warns of "too much exuberance" in markets, citing geopolitical issues and inflation.
4. 4. America is experiencing significant re-industrialization with advanced manufacturing returning, driving industrial real estate demand.
5. 5. Charif Souki says the global energy market is not crippled, shifting to the Americas.