Jul 15 Double Deflation Boost Clears Path for Tech

$WFC $C $WDAY

Author

Mukund Mohan
July 15, 2026

Market

“Cooler PPI Seals Rate Relief, Offsetting Mid-East Oil Pressures. This powerful disinflationary signal caused fixed-income yields to recede further, ” 😊 😋

The 0.3% drop in wholesale PPI acts as a real double-confirmation with yesterday’s CPI—essentially telling the market that the spring inflation scare was a temporary bump

A highly anticipated Producer Price Index (PPI) print confirmed yesterday's cooling consumer data, showing an unexpected wholesale deflation drop of 0.3% for June.

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Insights from the portfolio

C Citigroup Delivers Best Quarterly Revenue in a Decade; Q2 Net Income Surges 45% on Stellar Services and Banking Growth

Citi recorded Q2 net income of $5.80 billion on net revenue of $24.80 billion

Mukund Mohan

Video of the day

Today’s video is on Workday $WDAY ( ▲ 5.52% ) the HR software company.

Deep dive of the day

Wells Fargo $WFC Net Interest Margin Headwinds, a $0.28 EPS Beat, and Why the Market Isn't Fully Believing It Yet - Investment Literacy Coach

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