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China’s export engine roars back; inflation pressures tick up

China’s April exports jumped 14.1% year over year to a record high, pushing the trade surplus beyond forecasts and signaling firmer global demand. Separate data showed consumer inflation at 1.2% and producer prices up 2.8%, reflecting a commodity-driven pickup that could complicate policy as Beijing balances growth with emerging price pressures.

Source: Seeking Alpha


Oil surges on Middle East risk; markets brace for higher energy costs

Crude rose more than 4% after comments from Israeli PM Netanyahu and former U.S. President Trump stoked expectations of prolonged Middle East tensions; ANZ now sees Brent above $90 through 2026. The spike tightens the inflation backdrop and threatens to pressure risk assets if higher fuel costs bleed into broader prices and margins.

Source: Seeking Alpha


Wall Street’s ‘melt-up’ intensifies, lifting S&P 500 targets

Veteran strategist Ed Yardeni lifted his S&P 500 target as a narrow cohort of mega-cap tech and AI leaders propel indexes to fresh highs. The rally’s concentration raises breadth risks, but for now momentum—and earnings upgrades in chips and AI infrastructure—remain in control.

Source: MarketWatch


SoftBank launches utility-scale battery unit to power the AI era

SoftBank unveiled a large-scale battery business in Japan aimed at building the power infrastructure required for AI data centers. The move underscores how electrification and grid storage are becoming strategic pillars for tech and telecom giants racing to meet surging compute and energy demand.

Source: Seeking Alpha


Apollo said to weigh sale of $3B private credit fund

Apollo Global Management is in talks to divest a roughly $3 billion private credit fund, according to reports, highlighting active portfolio reshuffling across direct-lending platforms. Any deal would signal how managers are positioning for the next leg of rates, liquidity, and regulatory evolution in private markets.

Source: Seeking Alpha


FINRA fines Blue Ocean ATS over overnight trading surveillance lapses

FINRA censured and fined Blue Ocean ATS $550,000, citing inadequate AML and trade surveillance systems for detecting spoofing, layering, and other manipulative activity during its high-volume overnight sessions. The action underscores rising regulatory expectations that alternative and extended-hours venues deploy exchange-grade monitoring as activity scales.

Source: FinanceFeeds


CME to debut Bitcoin Volatility Futures in June

CME Group targets a June 1 launch for its Bitcoin Volatility Futures, pending CFTC approval, creating a “digital VIX”-style instrument to trade crypto’s implied vol directly. The contract should broaden institutional hedging and arbitrage toolkits, letting managers separate volatility views from directional Bitcoin exposure.

Source: FinanceFeeds


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Business — May 11, 2026 | Briefing24