All right, folks. Um, I'm going to take up on that. No, forever Powell.That's the subject of the riff. So, it looks like a legal battle between Fed Chairman J. Powell and President Donald Trump with #free Kevin Walsh caught in the middle.Now, I'm betting on Mr. . Trump and I'm betting on Mr. . Walsh, but it's a very hinky story right now.Allstar Washington watcher Dan Clifton, as Traigus put it well by noting that J. Pal's press conference yesterday had a more negative impact on stocks than a huge attack on ...

Core Insights - The latest Consumer Price Index (CPI) data does not account for the ongoing conflict in Iran, which could have significant implications for inflation and economic stability [1] Group 1: Economic Impact - The CPI data indicates a rise in inflation rates, which may be exacerbated by geopolitical tensions, particularly in oil markets [1] - Analysts suggest that the current inflation trends could lead to increased costs for consumers and businesses alike, impacting overall economic growth [1] Group 2: Market Reactions - Financial markets are likely to react to the CPI data and the Iran conflict, with potential volatility in stock prices and commodities [1] - Investors are advised to monitor developments closely, as shifts in inflation expectations could influence monetary policy decisions [1]

The Philippines’ inflation rate rose for the third month in a row, putting the economy in a delicate position ahead of the expected surge in prices of goods in the wake of the war in Iran https://t.co/2cWTdr4v9Y ...

is joining us now is Julia Coronado, founder and president of Macro Policy Perspectives. And Julia, it's great to uh to see you. Um now, I think David Einhorn was basically making a call that says Kevin Walsh is kind of going to do the president's bidding and therefore he's in the job to cut rates.Uh but it would seem as if the data are kind of I I guess in the middle. Uh they're subject to interpretation in terms of whether the Fed needs to respond anytime soon or where even the neutral rate is. So, how di ...

Market Outlook - Analysts predict a 9% return on the S&P 500 in 2026, with potential for double-digit returns, marking the first four consecutive years of such returns since the 90s dot-com bubble [1] - The market rally is attributed to cooling inflation, the Federal Reserve's interest rate policies, strong corporate profits, and the stock market's resilience in 2025, defying earlier bear market predictions [2] Investment Strategies - Despite optimistic forecasts, disciplined investing strategies that balance risk and reward are essential, as concerns over tech stock volatility remain [3] - Investors are advised to prepare for long-term investments and to create a risk-balanced portfolio, especially for newcomers [3] Market Dynamics - A significant 45% of American households' financial assets are now tied to stock holdings, surpassing levels seen before the dot-com bubble burst, indicating a heightened risk for the overall economy [4] - Historical trends suggest that market movements are rarely linear, and overly optimistic forecasts can lead to increased volatility or disappointment [5] Investor Sentiment - The current climate of uncertainty has led to reactive investor behavior, with minor data changes significantly impacting consensus opinions [6]

The inflation rate has not been great. We after a couple of years of progress, it's still the case that we've been four and a half years above the 2% target. We were making progress over much of 2020 for the last six months.Plus we've made no progress and it's inch the wrong way. And right before the lights went out. If you looked at services, inflation was was 3% for the first half of the year.And the the the last three months before the lights went out, it was three and a half percent. That's not ideal be ...

Solana DeFi - Solana降低通货膨胀率可能会在短期内降低Solana DeFi的APY（年化收益率）和TVL（总锁定价值）[1] - LST（流动性质押代币）循环驱动了对稳定币/SOL借贷的需求，从而推高了借贷利率[1] - 在Fluid（Jupiter）上，jupSOL的APY为27%[1] - 如果利率下降，可能会重新考虑持有该仓位甚至SOL本身[1] SOL - 降低通货膨胀率对于SOL的长期发展是正确的决策，并能拯救SOL的图表[1]

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]