Looking at today's headlines, the most glaring risk isn't what everyone's talking about — it's the structural fragility hiding beneath the inflation narrative. (https://www.cnbc.com/2026/06/30/cleveland-fed-hammack-sees-ai-fueling-inflation-says-rate-hikes-may-be-necessary.html) — but here's the problem: banks like $JPM and $GS have built their entire H2 thesis on rate stability.

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