Daily Regulatory Briefing - Jul 15, 2026
Alex here.This is Lex Reg Pulse Daily for Wednesday, July 15, 2026.The story today is a collision of signals.June CPI came in at 3.5% — below the 3.8% forecast — with core inflation at 2.6% and a month-over-month drop of 0.4%, the sharpest monthly decline since April 2020.Odds of a July 29 rate hike fell to roughly 8%.That same day, all five reporting global systemically important banks — JPMorgan, Bank of America, Citigroup, Wells Fargo, and Goldman Sachs — beat consensus on both earnings and revenue.The complication: new Fed Chair Kevin Warsh, in his first congressional testimony July 14…
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