Good News on Inflation…But the Market Isn’t Celebrating

The global trade landscape is shifting fast...

You are receiving this message because you signed up to receive information from selected InvestorPlace advertising partners. Please note that the following message reflects the opinions and representations of our advertiser alone, and not necessarily the opinion or editorial positions of InvestorPlace.   Good News on Inflation—But the Market Isn't Celebrating Fellow Investor, The market received what should've been good news: inflation is cooling. Both the Consumer Price Index (CPI) and Producer Price Index (PPI) came in below expectations. Core PPI was flat. New vehicle prices declined. Tariffs—so far—aren't creating sticker shock. And yet… The markets didn't roar higher. Why? Because in my opinion this market is looking past the headlines and questioning what's next. Treasury yields barely moved. The Fed appears likely to hold rates steady at the July 30 meeting—again. And while Fed Governor Christopher Waller made a strong case for cutting rates this month, many expect the Fed to punt until September. Meanwhile, a different kind of uncertainty is brewing. The global trade landscape is shifting fast. Some tariff deals are being resolved, but the big ones— especially with the EU— are still in limbo. Germany's leaders are scrambling to avoid a 30% tariff on auto exports. U.S. tariff income surged 301% year-over-year in June, and more hikes are expected August 1. What does that mean for your portfolio? Possibly nothing. Possibly everything. A Portfolio Review Could Be Your Smartest Move This Summer Even with a strong retail sales report for June—up 0.6% with strength in vehicle sales, bars, and restaurants—many economic indicators point to a soft landing… or worse. At Navellier & Associates, we help investors cut through the noise and position their portfolios for what's really happening. That's why I'm inviting you to a no-obligation portfolio review. Our team will personally analyze your current holdings and help you: Identify potential risks hiding in your portfolio—especially sector or country-specific exposures Position for changing Fed policy and trade-related volatility Use quantitative strategies to reduce emotion and increase clarity Spots Are Limited— We're Scheduling 50 Reviews This Month Every investor has a unique mix of goals, risk tolerance, and time horizon. That's why we believe a personal portfolio review is the best way to ensure your investments are aligned with today's market realities. Whether you're focusing on steady income, long-term growth, or capital preservation— we aim to help you align your strategy with your goals and make more informed, strategic decisions.  But space is limited. We're opening just 50 portfolio review spots this month. These typically fill within a few days.  Let's make sure your portfolio is built for what's coming—not just what worked last quarter. Schedule Your Portfolio Review Now. Sincerely, Louis Navellier Chief Investment Officer Navellier & Associates P.S. This market doesn't reward those who wait. If you've been meaning to get a professional second opinion on your investments, this is your chance. Reserve your no-obligation review now—before our calendar fills up.   IMPORTANT DISCLOSURES This communication has been provided to you for informational purposes only and may not be relied upon by you in evaluating the merits of investing in any Navellier investment strategy or composites. The net performance results portrayed include the reinvestment of all dividends and other earnings. Past performance is not indicative of future results, and there can be no guarantee as to the accuracy of market forecasts. Opinions, estimates, and forecasts may be changed without notice. This material is not a solicitation to purchase any securities, including shares of any investment company. 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