Have We Passed Peak Inflation?
July 12, 2026
Declining breakeven rates and softening housing costs suggest inflation expectations may have finally peaked.
JPMorgan and Citigroup lead a high-stakes Q2 earnings season with S&P 500 profit growth projected at 23.8%.
Minutes confirm June's rate hike was a data-driven response to a worsening inflation outlook, not just precautionary.
Surging global energy demand is outpacing record renewable growth, causing fossil fuel use and CO2 emissions to rise.
Soft labor data fueled rate cut hopes as investors rotated back into mega-caps.
Oil’s 40% retreat from May highs is cooling inflation and returning billions to consumers.
July 12, 2026
Declining breakeven rates and softening housing costs suggest inflation expectations may have finally peaked.
July 12, 2026
While the upcoming MI450 and Helios launches offer significant growth, a 42x forward multiple suggests the stock may be overextended.
July 12, 2026
AI-driven stock rallies are masking tepid 2% GDP growth and a cooling labor market.
July 12, 2026
Japan’s pivot away from domestic bonds is the structural driver behind the yen’s persistent weakness.
July 12, 2026
Nvidia remains flat despite analysts raising price targets toward $300 on surging revenue growth.
July 12, 2026
Robust earnings sustain the rally despite rising inflation and hawkish rate shifts.
July 12, 2026
Semiconductors represent 18% of S&P 500 market cap, but a developing head and shoulders pattern signals a potential rollover.
July 12, 2026
With MicroStrategy trimming holdings and precious metals weakening, it may be time for investors to take profits and reduce exposure.
July 12, 2026
Homeowners insurance premiums surged 110% since 2016, far outpacing the headline CPI.