⚠️1 Stock to Buy, 1 Stock to Sell This Week:. 🟢 Buy: JPMorgan Chase $JPM. 🔴 Sell: PepsiCo $PEP. *Source: InvestingPro

Final S&P 500 CPI Day Tuesday Heat Map. $NVDA $AMD $AVGO $ORCL up. All the rest, down.

First:. *JPMORGAN $JPM CFO: Consumer Spending Is Fine, It Is Not Booming But Don't See Signs Of Stress. Then:. *WELLS FARGO $WFC CFO: Tariffs Are Causing Clients To Be Cautious About Borrowing And Investments. Who do you believe more?.

Donny Trump just posted this on Truth Social

Instant Reaction:. • Stock Futures Rise.• U.S. Dollar Jumps.• 10-Year Treasury Yield Falls.• Gold Dips. Key Takeaway: The market likes the June CPI report. If the Fed was expecting to see some sort of runaway inflation, we didn't see it in this month’s report. 🧵 2/2

⚠️ SUMMARY OF US JUNE CPI REPORT:. 1) Much to the satisfaction of Fed Chair Jerome Powell, CPI comes in cooler than expected. 2) US CPI rose 0.3% on the month, in line with estimates. 3) Headline CPI inflation increased 2.7% Y/Y, above forecasts for a 2.6% reading. 4) U.S.

🇺🇸 Morning Economic Data:. *CPI MoM: In Line.*CPI YoY: Miss 🔴.*Core CPI MoM: Beat 🟢.*Core CPI YoY: Beat 🟢.*NY Fed Factory Index: Beat 🟢. An overall dovish CPI print. $SPY $QQQ

🚨 Just In: June US CPI annual inflation rises 2.7%, above expectations of 2.6%. Core CPI inflation increased 2.9% Y/Y, compared to forecasts for a gain of 3.0%.

In a major policy turnaround, the Trump Administration is now allowing Nvidia and AMD to resume shipments of their AI chips to China. $NVDA +4.9%.$AMD +4.8%. The 'TACO Trade' is alive and well.

🚨Robinhood misses out on S&P 500 inclusion again, with Trade Desk $TTD set to join the index. What will it take for $HOOD to get in?

🇺🇸 U.S. CPI Inflation Comes Out Today. Here's What You Need to Know:. •CPI M/M Est: +0.3%; Prev. 0.1%.•CPI Y/Y Est: +2.6%; Prev. 2.4%. •Core CPI M/M Est: +0.3%; Prev. 0.1%.•Core CPI Y/Y Est: +3.0%; Prev. 2.8%. •Time: 8:30AM ET. $SPY

A terrific beat-and-raise quarter from Jamie Dimon and $JPM to kick off Q2 earnings season. Best in class.

RT @JesseCohenInv: 🇺🇸🇺🇸 US JUNE CPI INFLATION ESTIMATES. •CITI: 2.6%.•WELLS FARGO: 2.6%.•TD SECURITIES: 2.6%.•JEFFERIES: 2.6%.•BARCLAYS: 2.….

🚨🇯🇵 Japan’s bond market is spiraling into chaos as yields surge to multi-year highs. Not sure if the Bank of Japan can even do anything about it at this point, unless they can print more rice.

$NVDA +3.5% to new ATH of $169.90 in 24-hour trading.

🇨🇳 China Overnight Economic Data:. *GDP: Beat 🟢.*Retail Sales: Miss 🔴.*Unemployment Rate: In Line .*Industrial Production: Beat 🟢.*Fixed Asset Investment: Miss 🔴. China's economy is in need of more stimulus.

🇺🇸🇺🇸 US JUNE CPI INFLATION ESTIMATES. •CITI: 2.6%.•WELLS FARGO: 2.6%.•TD SECURITIES: 2.6%.•JEFFERIES: 2.6%.•BARCLAYS: 2.6%.•UBS: 2.6%.• 2.6%. •JPMORGAN: 2.7%.•BANK OF AMERICA: 2.7%.•GOLDMAN SACHS: 2.7%.•MORGAN STANLEY: 2.7%.•BNP PARIBAS: 2.7%

$PLTR Money Printer Go Brrrrr

⚠️We're back in 'Extreme Greed' territory

TRUMP: I GO ON TV AND THE MARKET GOES WILD — I CAN MOVE IT JUST BY TALKING. Donny Pump 🚀

*HASSETT: A LOT OF 'AMBIGUITY' ABOUT REAL ECONOMIC DATA IN CHINA 🇨🇳.