2 ideas from this batch

Inflation cools, rate-hike bets collapse — accumulate growth stocks on the dip

The June CPI report showed consumer prices actually falling, which means inflation is cooling off rather than just growing more slowly. When bond traders see that, they stop betting on aggressive rate hikes, which sends bond yields lower. F

Inflation cools and banks print record profits — long JPMorgan and Goldman Sachs

JPMorgan and Goldman Sachs both just posted record trading revenues, proving their core businesses are firing on all cylinders. The June CPI report showed prices actually falling, which eases the threat of further Federal Reserve rate hikes