The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23
Stocks are under pressure after today’s hotter-than-expected CPI print. A 5-star fund manager will join us to reveal his “tensions” trade, and names that could be resilient in the face of sticky inflation. Plus, we’ll do a deep dive into the CPI report, including what it means for the Fed’s tightening strategy, the path of the economy and your money. And, we’re not done with Earnings Season just yet. We’ll give you the action, the story and the trade in Airbnb, Taylor Morrison Home & Generac ahead of results on deck.
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Show Notes
Stocks are under pressure after today’s hotter-than-expected CPI print. A 5-star fund manager will join us to reveal his “tensions” trade, and names that could be resilient in the face of sticky inflation.
Plus, we’ll do a deep dive into the CPI report, including what it means for the Fed’s tightening strategy, the path of the economy and your money.
And, we’re not done with Earnings Season just yet. We’ll give you the action, the story and the trade in Airbnb, Taylor Morrison Home & Generac ahead of results on deck.
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