 Former Bridgewater Associates chief investment strategist Rebecca Patterson notes shares of the largest lenders have done far better than the stocks of their smaller rivals. J.P. Morgan and Goldman Sachs are trading near records, while Wells Fargo and others are around multi-year highs. And a day after inflation cooled in June to the slowest pace since 2021, investors get another key reading this morning. For more, we're joined by Bloomberg's John Tucker. John.