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100-point hike?, “peak inflation” and ad-ed value? 7/14/22

100-point hike?, “peak inflation” and ad-ed value? 7/14/22

Fed Governor Christopher Waller says his base case is still “only” 75 basis points for this month’s rate hike. But are underwhelming bank earnings a bad sign? We’ll look at the tough spot the Fed & markets are in. Plus, Dan Yergin joins us with his take on whether or not inflation has peaked, as he’s warning investors about the future of copper and a deepening global energy crisis. And, Netflix is picking Microsoft to help it roll out ads. We’ll explain how this deal went down, and what it could mean for both companies.

The Exchange

July 14, 202245m 1s

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Show Notes

Fed Governor Christopher Waller says his base case is still “only” 75 basis points for this month’s rate hike. But are underwhelming bank earnings a bad sign? We’ll look at the tough spot the Fed & markets are in. Plus, Dan Yergin joins us with his take on whether or not inflation has peaked, as he’s warning investors about the future of copper and a deepening global energy crisis. And, Netflix is picking Microsoft to help it roll out ads. We’ll explain how this deal went down, and what it could mean for both companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.