CPI, big bank results, and congressional testimony by Fed Chair Warsh are today's highlights. But action in the Middle East and the path of oil are also influential.
Inflation data from June hit lower than Wall Street estimates, lifting stocks early. Bank earnings generally impressed, and Fed Chair Warsh testifies before Congress later today.
The global earnings boom may support stocks, but concentration risks remain. Investors should consider diversifying beyond a narrow group of AI beneficiaries.
Facing a week packed with data, Schwab's Kevin Gordon discusses Tuesday's CPI report, Fed Chairman Warsh's first testimony to Congress, and retail sales in the latest Week Ahead.
This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
Find Market Commentary content
CPI, Banks, Warsh in View as War, Rate Fears Climb
Stocks Higher Early on Easing Consumer Price Data
Muni Bonds and Extreme Weather
Navigating the Global Earnings Boom
CPI Dominates Busy Week for Data | Week Ahead
Welcome to the Next Temperamental Era
Social Security Cuts? What Seniors Should Know
Market Snapshot | July 2026
Great Moderation Era: Drift(ing) Away