• GDP: Steady — June Composite PMI hit 52.2, beating expectations
• Inflation: Still above the 2% target; May CPI hit 4.2% year over year amid energy shocks
• Jobs: Labor data improving, job growth above 33,000/month threshold
• Consumer Sentiment: Mixed — Citi Wealth's indicator flashed "complacency" twice in six weeks, signaling muted near-term returns

The Checkup

Wall Street's favorite parlor game — "How many rate hikes this year?" — just...