Investors are reluctant to abandon the broader higher for longer narrative despite the downside surprise in June’s payrolls data. CFTC positioning showed the largest dollar long in more than a decade ahead of the release, yet the subsequent dollar selloff was relatively modest.

Dan Suzuki, iCapital Global Investment Strategist reacts. 

Investors are reluctant to abandon the broader higher for longer narrative despite the downside surprise in June&rsquo;s payrolls data. CFTC positioning showed the largest dollar long in more than a decade ahead of the release, yet the subsequent dollar selloff was relatively modest.
Dan Suzuki, iCapital Global Investment Strategist reacts.&nbsp;

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iCapital's Dan Suzuki Talks Fed Minutes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/3f4b703d-d28e-48cd-85fa-b48201041898/transcript

A revamp of the Federal Reserve's preferred inflation gauge could tip the scales against interest-rate increases this year. The planned changes to the personal consumption expenditures price index would have likely lowered core inflation if they'd already been applied to the latest data.

Claudia Sahm, Chief Economist at New Century Advisors, reacts.

A revamp of the Federal Reserve's preferred inflation gauge could tip the scales against interest-rate increases this year.&nbsp;The planned changes to the personal consumption expenditures price index would have likely lowered core inflation if they'd already been applied to the latest data. Claudia Sahm, Chief Economist at New Century Advisors, reacts.

Claudia Sahm Talks Fed Minutes, Inflation Gauge

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Angela Stent is a senior fellow at the American Enterprise Institute (AEI), where she focuses on US-Russia policy and Russia’s relations with Ukraine, China, Europe, and the Global South. Concurrently, Dr. Stent is senior adviser to Georgetown University. She speaks on the ongoing war between Ukraine and Russia. 

Angela Stent is a senior fellow at the American Enterprise Institute (AEI), where she focuses on US-Russia policy and Russia&rsquo;s relations with Ukraine, China, Europe, and the Global South. Concurrently, Dr. Stent is senior adviser to Georgetown University. She speaks on the ongoing war between Ukraine and Russia.&nbsp;

Angela Stent Talks Ukraine/Russia War

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a5d52e01-74dd-40e3-9b50-b48101455f7f/transcript

Wolfe Research Chief Economist Stephanie Roth speaks on what she calls the "One Big Beautiful Summer" plus shocks in Iran war will have on crude oil. She speaks with Bloomberg's Carol Massar and Bailey Lipshultz. 

Wolfe Research Chief Economist Stephanie Roth speaks on what she calls the "One Big Beautiful Summer" plus shocks in Iran war will have on crude oil. She speaks with Bloomberg's Carol Massar and Bailey Lipshultz.&nbsp;

Stephanie Roth Talks FOMC Minutes, Inflation 

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b5abeb0a-fc4c-49b5-a1a8-b48101360e5e/transcript

iCapital's Dan Suzuki Talks Fed Minutes

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