Summer Inflation, Earnings, and the AI Heatwave

This week on the Macrocast, John Fagan is out, so Ed Hill and Brendan Walsh hold down the fort, breaking down the latest inflation data and what it could mean for the Fed's next move. They also dig into a weaker-than-expected retail sales report and recent earnings from Tapestry and Cisco, with Cisco's numbers pointing to continued strength in AI-driven demand.The conversation turns to a major financing push tied to AI infrastructure that's drawing attention across markets, along with a look at a relatively quiet week on the geopolitical front.For more about the hosts, please see below: Forbes Tate PartnersMarkets Policy Partners