Intro

Carl Quintanilla, Sara Eisen and David Faber broke down the market rally following this morning’s better-than-feared CPI print. Key gainers included categories like Gas, Cars, Airfares and more – with not a single category falling on the month. What does it mean for the Fed and rates? 

Also in focus: results out of the financials. The team discussed what to do with stocks like JPMorgan and Citi with an analyst from RBC – plus brought the latest headlines out of Goldman and Wells Fargo’s conference calls, underway during the hour. Additionally, the team talked the latest out of those LA wildfires, with a fresh read from the ground in Pasadena plus “Selling Sunset” agent Jason Oppenheim’s take on the road ahead. 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.