WS #13941
Holding: newest synthesis is 84d 21h old
July CPI came in line, cooling core inflation to 2.5% and reducing September Fed hike odds to ~40%, supporting equities and bonds. CoreWeave and Nebius beat earnings, with CoreWeave booking GPUs through 2029, signaling robust AI infrastructure demand.
Benign CPI and Fed Rate Expectations
July CPI came in line, cooling core inflation to 2.5% and reducing September Fed hike odds to ~40%, supporting equities and bonds.
CoreWeave and Nebius beat earnings, with CoreWeave booking GPUs through 2029, signaling robust AI infrastructure demand.