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Navigating Inflation and Leadership Challenges
This chapter analyzes recent PCE and CPI figures, discussing the Fed's emphasis on PCE and its implications for inflation concerning factors like housing and gas prices. It also reflects on Disney's leadership transitions, highlighting the impact of executive decisions on the company's various sectors and its content strategy amid streaming competition. The discussion connects these themes, underscoring the balance between pricing strategies and maintaining consumer confidence in a fluctuating economic landscape.