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Vol. I · No. 194 · 2477 Reports Tuesday, July 14, 2026

Economy · Developing story · 3 reports

Bloomberg segment discusses June 2026 CPI release and market implications with JPM's Santos

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Video: Warsh testifies on Fed monetary policy effects on housing affordability

Warsh testifies on Fed monetary policy effects on housing affordability

Jul 14, 2026

The segment shows a congressional hearing exchange where a lawmaker questions Fed Chair Kevin Warsh on monetary policy's impact on mortgage rates, first-time homebuyers, minority borrowers, and foreclosure risks amid post-pandemic rate increases. Warsh acknowledges housing's role in household budgets, notes cautious outlook on the sector versus manufacturing, and advocates stable policy avoiding boom-bust cycles. The clip references a '21st century housing bill' and draws from Warsh's opening remarks. Sourcing relies on the live testimony itself with no additional experts or data graphics shown in the provided excerpt.

Source: PBS NewsHour

Video: June 2026 CPI Falls 0.4% Monthly in First Negative Print Since 2020; Warsh Testifies

June 2026 CPI Falls 0.4% Monthly in First Negative Print Since 2020; Warsh Testifies

Jul 14, 2026

Bloomberg segment covers the July 14, 2026 release of June CPI data showing a 0.4 percent monthly decline—the first negative print in years—and year-over-year headline at 3.5 percent, core at 2.6 percent. It notes most of the drop stems from energy prices and states one month does not establish a trend. The segment then turns to Fed Chair Kevin Warsh’s semiannual testimony before Congress, quoting his remarks on inflation focus, monetary policy’s long-term role, and the absence of any forward guidance on interest rates.

Source: Bloomberg Television

Video: Bloomberg segment discusses June 2026 CPI release and market implications with JPM's Santos

Bloomberg segment discusses June 2026 CPI release and market implications with JPM's Santos

Jul 14, 2026

The segment covers the June 2026 CPI release showing a 0.4% monthly decline and flat core reading, alongside bank earnings and tech stock moves like IBM. Guests analyze implications for Fed policy, AI-driven capex, and investor positioning. Santos from JPM Asset Management discusses relief from softer core components including shelter. The conversation also touches on labor market normalization and risks from energy pass-through amid Middle East tensions. Sourcing relies on named experts, BLS data references, and market observations without anonymous quotes.

Source: Bloomberg Television