Latest Case-Shiller + Rent point to future lower CPI = plz Fed, look forward. WFH + cruise + builders + Bitcoin show FAANG isn't the only group breaking Consensus "rules." 11 Industrial stock ideas.

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Please click below to view yesterday’s Macro Minute (duration 4:18):

WORD OF NOTE: I am visiting clients in Japan this week, and updates less complete given schedule

The main event this week is Friday June 30th, when we get the crucial May PCE deflator and the U Mich Consumer June final 1-year inflation. Why? Because we think the primary story in markets today is inflation. Our constructive view on ...

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