US federal budget deficit $-291.0 billion versus $215.0 billion expected

Lamb Weston (LW) jumps 3% on cooling inflation, but still down 19.5% YTD. Valuation at $53.17.

Boot Barn jumps 3.2% on tame inflation & tariff truce hopes; analysts see 5-yr return of 586%. Volatile stock near 52-wk high.

Gap shares +3% on tame inflation, tariff truce. Down 14% YTD, trading 30% below 52-wk high. Volatile stock.

CPI cools to 2.7%, boosting COTY +3.7%, ELF +5.6%, CELH +3.3%, DOLE +3%. ELF's volatility noted.

In-line inflation & China truce boost stocks! BLDR +5.3%, BLNK +3.4%, KBH +3.3%, DHI +3.2%, LASR +4.7%. Rate cut hopes rise.

Inflation holds steady at 2.7%, fueling rate cut hopes. Shoals jumps 5.9% on positive economic outlook, despite 22% YTD loss.

Inflation ticks up 0.3% as tariffs surge. Fed rate cut hopes clash with rising yields; Big Tech faces 5% yield risk.