Get excited. Today is the first day of my favorite fools, Emily Flippin and Jason Hall,

to kick off earnings season with some big banks giving us a feel for the economy. We'll also give you

the skinny on crypto week, and we'll have bold predictions on earnings season. Plus, we're bringing on a bonus fool. Also one of my

favorites, semiconductor expert Jose Naharo, to talk about some hot Nvidia news. But first,

we had a fresh inflation reading this morning. June's consumer price index ticked up to an annual

rate of 2.7%, up from May's 2.4%. Emily,

what were your takeaways?

Well, if you thought you could have a peaceful Tuesday with no bad news, think again,

obviously inflation is heating up here a little bit. And I think we're just starting to see some

of the impacts from tariffs as those price

increases and core goods start to become more tangible as opposed to theoretical. We had this

really big front-loading of inventory that happened at the beginning of the year as businesses

stockpiled in anticipation of tariffs, and those are beginning to diminish, which I think is

making it harder to protect products from

rising costs. And we saw that in core goods inflation. Those includes things like basic necessities,

like apparel and household products that accelerated last month. But the good thing is,

and the silver lining to our Tuesday here, is that this is a gradual acceleration. We're not

talking about anything that's incredibly dramatic.

Those numbers at 2.7 percent that's an annualized rate. So we're not talking month over month here.

No need to immediately panic. But I do think this could have some overarching implications for what we're

likely to see in future earning season, both coming up in the next couple of weeks,

as well as towards the end of the year. And it just makes me want to pay attention to what leadership's

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