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Aug 2023
15m 41s

A 'goldilocks' July CPI and Disney strea...

SEEKING ALPHA
About this episode
Victor Dergunov runs The Financial Prophet and joins Kim Khan to discuss their first reactions to today's CPI numbers - we hit the 'goldilocks' zone (1:00). Will the Fed be encouraged, are they done hiking rates? (3:15) Inflation and labor market, 2 crucial things to watch for a soft landing (5:00) looking for a better market into year end (7:00) and Disney's 'pretty good' earnings (11:20).

Transcripts on Seeking Alpha

Show Notes
Inflation rises slightly less than expected Y/Y in July, but shelter prices stay strong
Finally, Disney Is Dirt Cheap
Why The Correction Could Get Worse
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