Disinflation Is Here And It Could Crash The Market

What this episode covers

We break down why the inflation scare is already fading, with the 4.2% print looking transitory off tariffs and Iran rather than real consumer demand. Then we get into the two-economy split, the price insensitive hyperscalers bidding up memory while Micron has record margins and the consumer gets crushed.Learn More: www.market-radar.com

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Frequently Asked Questions

How long is this episode of Radar Podcast?

This episode is 32 minutes long.

When was this Radar Podcast episode published?

This episode was published on June 26, 2026.

What is this episode about?

We break down why the inflation scare is already fading, with the 4.2% print looking transitory off tariffs and Iran rather than real consumer demand. Then we get into the two-economy split, the price insensitive hyperscalers bidding up memory while...

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