We Love Cooling Inflation!
Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role...
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Show Notes
Several factors in the Big Macro pushed stocks higher at week's end.
(0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role layoffs will play in the coming months - Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report - The latest from The Trade Desk, Lyft, and Marqeta
(19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change.
(32:10) Jason and Ron return to talk about - Carnival Cruise's intriguing strategy to battle rising food costs - Two stocks on their radar: Outset Medical and Titan International
Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI
Host: Chris Hill Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl
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