Welcome back to The Market Moment with Matt, Lee, and Eli! In this episode, we break down the latest inflation report that came in cooler than expected at 2.7%, what that means for the Federal Reserve's next move, and why the markets are rallying as a result.  We dive deep into:  What’s behind the inflation drop—and whether it's sustainable   Growing consensus around Fed rate cuts this September   The massive shift in the housing market, as renter households surge   Surprising strength in consumer balance sheets despite economic fears   The growing concentration in the S&P 500 and what it means for investors   Why companies like NVIDIA, Walmart, and Apple are shaping the future—and the risks of assuming growth will continue at current rates   The overlooked reality of today’s so-called “weak consumer”   Plus, we talk about data centers, commercial real estate shifts, and the evolving power dynamics between mega-cap companies and their competitors.  📊 Whether you’re an investor, market follower, or just curious about what’s happening in the economy, this episode connects the dots between key economic trends and how they’re showing up in the market.  Sources sited (charts):     https://x.com/PeterMallouk/status/1954892053785063492     https://x.com/MikeZaccardi/status/1954610383349567850     https://x.com/EricFinnigan/status/1955022915902029842     👉 Like, subscribe, and drop a comment with your thoughts or questions! We’d love to hear from you.  🎧 Subscribe to the Market Moment podcast for more weekly market breakdowns and real-world financial insights.  Email us your questions at TheMarketMoment@mach1fg.com   #investing #inflation #stockmarket   Did you catch last week’s episode? https://www.youtube.com/watch?v=l3Nyvo0R538  Wanna learn more from Eli? Check out his series Data Brief! https://www.youtube.com/watch?v=eIK3-byJFb4     disclosures.mach1fg.com