🆕 Newsmakers — 2:30p ET, 2026-07-13 — new since last alert

📰 NEW MARKET THEMES: • Inflation is primed to fall for the first time in 6 years. Will high prices drop too? A surge in U.S. inflation to a three-year high has begun to recede, but life isn't going to get more affordable for Americans anytime soon. — marketwatch.com · 07/13 2:13p https://www.marketwatch.com/story/inflation-is-primed-to-fall-for-the-first-time-in-6-years-will-high-prices-drop-too-285ecf10 • 5 Things That Should Happen Before The Next Bear Market The U.S. economy and equity markets outside the AI related areas are under significant pressure from multiple converging risks. OpenAI's recent turmoil, Oracle's stock drop, and surging CDS prices highlight mounting technology and credit sector vulnerabilities. — seekingalpha.com · 07/13 1:56p https://seekingalpha.com/article/4921647-5-things-that-should-happen-before-next-bear-market • A critical week for stocks: Your next move The Investment Committee debate this critical week for stocks as Apple hits a new all-time high, Iran tensions rise and multiple earnings kick off this week. — youtube.com · 07/13 1:53p https://www.youtube.com/watch?v=DBUhpS_fpuU • Why SK hynix Will Drag Down Markets, Again SK hynix Inc. debuted on Nasdaq, raising $26.5B and surpassing Micron in market cap, showing strong initial demand coupled with immediate volatility. We think the memory bull case is starting to show cracks. — seekingalpha.com · 07/13 1:32p https://seekingalpha.com/article/4921638-why-sk-hynix-will-drag-down-markets-again • Why Two-Year Treasury Yields Are Surging The yield on a government bond maturing in two years traded as high as 4.276% on Monday. A Fed rate hike could push that higher. — barrons.com · 07/13 1:28p https://www.barrons.com/articles/treasury-yields-federal-reserve-interest-rates-bd825fdd

📈 NEW GAINERS:

1. UCO +13% $39.21 (464M cap) Dow slides, oil rises to nearly $80 a barrel over Strait of Hormuz and AI fears President Trump announced a new blockade and tolls on the Strait of Hormuz while investors remained jittery about tech stocks. — nypost.com · 07/13 1:17p https://nypost.com/2026/07/13/business/dow-slides-oil-rises-to-nearly-80-a-barrel-over-strait-of-hormuz-and-ai-fears/

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.