Welcome to the PantheonAI Morning Briefing – July 15, 2025.

📈 TODAY’S MARKET UPDATE

• S&P 500: 6,268.56 (+0.21%)

• Dow Jones: 44,459.6 (+0.25%)

• Nasdaq: 20,640.33 (+0.23%)

• Bitcoin: $117,829 (–1.68%)

• Ethereum: $3,017 (+0.11%)

🔥 HEADLINES YOU NEED TO KNOW

1. 🔺 Inflation alert: June’s CPI hits five‑month high—Rate‑cut hopes dim?

2. 💰 JPMorgan beats again, but Dimon signals incoming risk

3. 🛠 ASML downgrade sparks worries in semis—Intel under pressure

4. 🌏 China shock warning—Professors predict bigger ripple ahead

5. 🏦 Wells Fargo slips on soft revenue and weak NII outlook

6. 🤖 Anthropic drops Claude AI for finance pros—AI’s next frontier

7. 💸 Trump’s $3.4T spending bill shocks deficits—What this means for markets

8. 🏘 Private real estate alert: Northleaf + AVALT buy WASH Multifamily

💬 KEY TAKEAWAYS

• Inflation remains stubborn—Fed policy stays tough

• Mixed signals: bank earnings vs recession warnings

• Semis remain sensitive to supply chain hiccups

• AI and crypto trends continue their shake‑out

🎯 QUESTIONS FOR YOU

• How are you managing inflation risk?

• Does JPM’s caution change your banking stock positions?

• Is crypto ready for a rebound—or a trap?

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