--- title: "The CAVU Compass: Inflation, the Tanker, and the Server" description: "THE MACRO BACKDROP: A CAPITAL CYCLE THAT COMPOUNDS \nThree threads ran through the past month and frame the June outlook. Inflation reports owned the headlines, with the May CPI print at 4.2% the loudest single number; but the trimmed gauges actually eased. The labor market ran hotter than nearly anyone expected, with payrolls well above breakeven against a labor force that is barely growing." image: https://blog.cavusecurities.com/hubfs/2026-06-18_The%20CAVU%20Compass_Page_01.jpg --- [![CAVU](https://blog.cavusecurities.com/hubfs/raw_assets/public/Cavu_November_2021/images/CAVU-MainLogo.png "CAVU")](https://www.cavusecurities.com/) - Impact - [CAVU in the Community](https://www.cavusecurities.com/impact) - Cash Solutions - [Money Market Funds](https://www.cavusecurities.com/money-market-funds) - [Money Market Portal](https://www.cavusecurities.com/money-market-portal) - [Distribution Services](https://www.cavusecurities.com/distribution-services) - [Capital Markets](https://www.cavusecurities.com/capital-markets) - [Team](https://www.cavusecurities.com/team) - [News & Insights](https://blog.cavusecurities.com/news-insights) - [Contact](https://www.cavusecurities.com/contact) [Back to News & Insights](https://blog.cavusecurities.com/news-insights) # The CAVU Compass: Inflation, the Tanker, and the Server - June 18, 2026 ![2026-06-18_The CAVU Compass_Page_01](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_01.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_01.jpg)![2026-06-18_The CAVU Compass_Page_02](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_02.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_02.jpg)![2026-06-18_The CAVU Compass_Page_03](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_03.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_03.jpg)![2026-06-18_The CAVU Compass_Page_04](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_04.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_04.jpg)![2026-06-18_The CAVU Compass_Page_05](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_05.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_05.jpg)![2026-06-18_The CAVU Compass_Page_06](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_06.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_06.jpg)![2026-06-18_The CAVU Compass_Page_07](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_07.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_07.jpg)![2026-06-18_The CAVU Compass_Page_08](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_08.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_08.jpg)![2026-06-18_The CAVU Compass_Page_09](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_09.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_09.jpg)![2026-06-18_The CAVU Compass_Page_10](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_10.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_10.jpg)![2026-06-18_The CAVU Compass_Page_11](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_11.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_11.jpg)![2026-06-18_The CAVU Compass_Page_12](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_12.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_12.jpg)![2026-06-18_The CAVU Compass_Page_13](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_13.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_13.jpg)![2026-06-18_The CAVU Compass_Page_14](https://blog.cavusecurities.com/hs-fs/hubfs/2026-06-18_The%20CAVU%20Compass_Page_14.jpg?width=1700&height=2200&name=2026-06-18_The%20CAVU%20Compass_Page_14.jpg)   - [Privacy Policy](https://www.cavusecurities.com/privacy-policy) - [Terms & Conditions of Use](https://www.cavusecurities.com/terms-conditions) - [Business Continuity](https://blog.cavusecurities.com/hubfs/Cavu_November_2021/pdf/CAVU-Securities-LLC-Business-Continuity-Planning.pdf) - [Contact](https://www.cavusecurities.com/contact) © 2022 CAVU Securities, LLC. 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