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The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23

The Fed’s Balancing Act, Wall of Worry, and Box Office Blues 3/31/23

A key inflation gauge shows prices are cooling. But are they cooling enough for the Fed to hit the brakes on interest rates? We’ll debate. Plus, Citi apparently isn’t worried about a downturn, giving the U.S. a double-upgrade today. Are U.S. equities the place to be? We’ll ask our strategist. And, we’ll look at big changes happening in Hollywood & the movie landscape, and see who’s best-positioned to benefit moving forward.

The Exchange

March 31, 202344m 50s

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Show Notes

A key inflation gauge shows prices are cooling. But are they cooling enough for the Fed to hit the brakes on interest rates? We’ll debate.

Plus, Citi apparently isn’t worried about a downturn, giving the U.S. a double-upgrade today. Are U.S. equities the place to be? We’ll ask our strategist.

And, we’ll look at big changes happening in Hollywood & the movie landscape, and see who’s best-positioned to benefit moving forward.


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