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📆 Tuesday 7/14 — June CPI (8:30am ET): The single biggest data point of the week for rate expectations. After the Fed's "family fight" over rates in June, a hot print strengthens the hike camp; a cool one keeps cuts on the table.
📆 Tuesday 7/14 — Big bank earnings (before open): JPMorgan, Bank of America, Citigroup, Goldman Sachs, and Wells Fargo all report. Watch commentary on credit quality and how the consumer is holding up against $4+ gas.
📆 Tuesday–Wednesday 7/14–7/15 — Fed Chair Warsh testifies (10am ET both days): House Financial Services Tuesday, Senate Banking Wednesday. His first extended public grilling since the divided June minutes — any hint on the rate path will move markets.
📆 Wednesday 7/15 — June PPI (8:30am ET): The wholesale inflation read, plus a second earnings wave: Morgan Stanley, BlackRock, and Johnson & Johnson. PPI surprises often front-run consumer prices.
📆 Thursday 7/16 — June Retail Sales (8:30am ET): The first hard read on whether high gas prices are denting broader spending — PepsiCo says they already are. Netflix reports after the close.
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