Mark Newton CMT(@MarkNewtonCMT):We'll see what's more important as Bank Earnings face off vs. CPI tomorrow am. Long-dated yields have begun to press higher in US, Financials have outperformed sharply since early June & widely expected superb trading revs while IPO's and deal flow remain at multi-yr highs Note, the Financials trade isnt just about big investment banks anymore as Commercial banks, Regionals, Insurance have all come to life lately. A very helpful part of the market outside of Healthcare at a time when Tech has been consolidating, bit by bit A benign CPI coupled with a non-revealing Warsh would likely take July off the table & make Sept the odds-on favorite @marketsurge @IBDinvestors #IBDPartner

2026.07.14 01:16

We'll see what's more important as Bank Earnings face off vs. CPI tomorrow am. Long-dated yields have begun to press higher in US, Financials have outperformed sharply since early June & widely expected superb trading revs while IPO's and deal flow remain at multi-yr highs Note, the Financials trade isnt just about big investment banks anymore as Commercial banks, Regionals, Insurance have all come to life lately. A very helpful part of the market outside of Healthcare at a time when Tech has been consolidating, bit by bit A benign CPI coupled with a non-revealing Warsh would likely take July off the table & make Sept the odds-on favorite @marketsurge @IBDinvestors #IBDPartner#