September and October will bring a big deceleration in inflation, partially because inflation was soaring a year ago, so the 12-month cumulative average will decelerate as those months are remove from the annual inflation calculation. Additionally, crude oil prices typically decline in the fall as seasonal demand drops. Natural gas prices also tend to cool in the fall, but due to record LNG exports, natural gas prices will remain artificially high. Interestingly, despite moderating energy prices, energy stocks will have the strongest earnings for two more quarters due to easy year over year comparisons. Analysts are cutting earnings and investors must be especially careful moving forward. Louis will reveal his highest-rated stocks.