A hotter CPI print is fueling inflation concerns, with Ben Emons pointing to pressure in food and energy tied to geopolitical risks. That could keep the Fed on hold and push the 10-year yield toward 4.70%, weighing on stocks. Focus now shifts to the U.S.-China summit, with implications for Apple (AAPL), Tesla (TSLA), BlackRock (BLK), Visa (V), Boeing (BA), and GE Aerospace (GE).