2 Question Tuesday® – 07/14/2026 – Is June's Cooler CPI Print the Start of a Real Trend, or Just a One-Month Blip? Is the AI Spending Boom Actually Different This Time, or Headed for a Dot-Com-Style Bust?

Welcome to 2 Question Tuesday. This week’s questions were:

  1. Is June’s Cooler CPI Print the Start of a Real Trend, or Just a One-Month Blip?
  2. Is the AI Spending Boom Actually Different This Time, or Headed for a Dot-Com-Style Bust?

Bob Sellers hosts this week’s 2 Question Tuesday, asking Michael Passante of Focused Wealth Management about cooler June CPI (3.5% headline, 2.6% core) and the odds of a more dovish Fed, Big Tech’s AI spending boom and whether it’s more real than the dot-com era, and the case for dropping mandatory quarterly earnings reports to curb short-termism.

Submit your questions to question@2questiontuesday.com

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

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