RT Ignas | DeFi (@DefiIgnas)Ngl, wish $SOL didn't reduce inflation rate.This will reduce APYs across Solana DeFi and TVL (in the short-term):LST looping drives demand for stablecoin/SOL borrowing thus lending rates are higher, too.On Fluid (Jupiter) I'm getting 27% APY on my jupSOL.If rates drop, I would reconsider holding that position and even SOL itself.Although I admit, lower inflation is the correct decision for long term and save $SOL chart. ...

CPI Data Analysis - Headline CPI increased by 0.3%, slightly below expectations [1] - Core CPI, excluding food and energy, also increased by 0.2%, less than the anticipated 0.3% [1] - Year-over-year CPI stands at 3%, exceeding the previous reading of 2.9% [1][2] - Year-over-year CPI excluding food and energy is also at 3%, a slight decrease from the prior 3.1% [2] Market Reaction - Interest rates are declining while stocks are rising, attributed to the CPI figures being lower than expected [2] Fed Perspective - The current CPI figures are still above the Federal Reserve's target of 2% [2] - The market sentiment suggests a slowing labor market, potentially influencing future Fed rate cuts [4] - The current CPI data may not strongly indicate that the Fed is nearing its target [4]

Inflation Data Analysis - Headline CPI rose 03% month-over-month, slightly below expectations [1] - Core CPI, excluding food and energy, increased 02% month-over-month, also less than anticipated [1] - Year-over-year CPI stands at 3%, lower than the expected 31% but higher than the previous 29% [2] - Core CPI year-over-year also comes in at 3%, cooling slightly from the last reading of 31% [2] Market Reaction - Interest rates are moving down, and stocks are moving up in response to the lower-than-expected CPI data [2] - The market views the slowing labor market as a positive sign for potential Fed rate cuts [3] Economic Indicators & Consumer Behavior - Credit card activity is up over 75% year-over-year, outpacing inflation [7] - There's a growing trend of consumers paying with cash to receive discounts, potentially underreporting spending [8] - The stock market is considered by some as the most honest metric of the US economy, less influenced by political factors compared to surveys [6]

Market Overview - Wall Street experienced a significant rally in May, driven by expectations of a U.S.-China trade deal and delays in tariff imposition by the Trump administration on the European Union, which boosted confidence in equities [1] - The market rally is expected to continue in June, supported by declining inflation rates, with the personal consumption expenditures price index rising only 0.1% month-over-month and 2.1% year-over-year, marking its lowest level since 2025 [4] Recommended Growth Stocks - Five growth stocks are recommended for June, all of which have shown double-digit returns in the last month and possess a favorable Zacks Rank [2][3] - The recommended stocks are AppLovin Corp. (APP), Amphenol Corp. (APH), Intuit Inc. (INTU), Carvana Co. (CVNA), and Stantec Inc. (STN), each with a Zacks Rank 1 (Strong Buy) and a Growth Score of A or B [3] AppLovin Corp. (APP) - AppLovin is focused on enhancing marketing and monetization for mobile app developers through its software-based platform [7] - The company reported strong fundamentals, with an expected revenue growth rate of 24.3% and earnings growth of 85.2% for the current year, driven by its AI-powered AXON 2.0 technology [10][9] Amphenol Corp. (APH) - Amphenol provides connectivity solutions utilizing AI and machine learning technologies, with a diversified business model that supports growth across various sectors [11][12] - The company anticipates a revenue growth rate of 32.3% and earnings growth of 40.7% for the current year, bolstered by increased defense spending and the Andrew acquisition [13] Intuit Inc. (INTU) - Intuit benefits from steady revenues across its Online Ecosystem and Desktop business segments, with strong performance in its Credit Karma and cloud-based services [14][15] - The expected revenue growth rate for Intuit is 14.8%, with earnings growth projected at 18% for the current year [17] Carvana Co. (CVNA) - Carvana's acquisition of ADESA's U.S. operations has enhanced its logistics and auction capabilities, positioning it for significant growth in the used car market [18] - The company expects a revenue growth rate of 31.4% and more than 100% earnings growth for the current year, with a focus on improving operational efficiency [20] Stantec Inc. (STN) - Stantec provides a range of professional consulting services in planning, engineering, and environmental sciences, focusing on infrastructure and facilities projects [22][23] - The expected revenue growth rate for Stantec is 11.1%, with earnings growth projected at 18.6% for the current year [24]