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![astocks92 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1470386516140728322.png) The Architect [@astocks92](/creator/twitter/astocks92) on x 27.2K followers
Created: 2025-07-15 05:06:15 UTC

#BANKS ER starts early this am pre market 
#CPI #s and #PPI: thoughts 💭 

- Banks passed all stress tests 
- Rates only impacting loan margins 
- Large have shown ability to grow so expect decent to beats for $C $GS $BAC 

-CPI/PPI: MM expected move been muted 7+ months now. 
Option dynamics again priced a mute 
-any initial reaction will “traverse immediately” even if MISS/hot comes in 
- IF cool, back to normal programming as we NOW expect tariffs not be as bad as before , more TACO trades, and to cut rates~ need dual mandate part fixed for unemployment and JOLTS

Carry on as normal business 

Just my $XXXX cents


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944986850772345229/c:line.svg)

**Related Topics**
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[stocks banks](/topic/stocks-banks)
[goldman sachs](/topic/goldman-sachs)

[Post Link](https://x.com/astocks92/status/1944986850772345229)