
Surveillance: Tchir's Fed Forecast
Bloomberg Surveillance
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Netflix's Writer's Strike: When It Might Bite?
Netflix has a huge backlog, they have a huge content pipeline. I don't think they're going to see any material adverse impacts up until at least the latter half of 2024. What does the rest of LA media do given the Netflix performance? Are they having meetings today going, who do we merge with? So, it's going to be very, very hard for the media companies.
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