July 2026 Top Large Cap and SMID Cap Core Stock Ideas Market Update

Video: The June CPI and PPI report show inflation is weakening and our take is that Fed odds of a hike will continue to diminish.  This is essentially the same as "easing" since fewer cuts expected by the market is easing financial conditions.  Moreover, we believe the AI story remains intact and this should be evident as we move through 2Q26 earnings season.

Please click here to view our Macro Minute (duration: 5:55).

https://vimeo.com/1210375358/b7daf63179?share=copy&fl=sv&am...

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