SOTS 2nd Hour: Goldman Chief U.S. Equity Strategist, Apple WWDC Takeaways, and McDonalds: Not Lovin it? 6/10/25
Squawk on the Street
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Market Insights and Vaccine Controversies
This chapter explores the current state of the consumer market, focusing on cruise lines and theme parks as indicators of economic health, alongside the strategic vulnerabilities faced by media companies like ABC. It highlights the surprising growth in streaming service subscriptions and discusses the anticipated bundling strategies from major players like Disney and Comcast. Additionally, the chapter investigates recent controversies surrounding vaccine advisory committees, addressing conflicts of interest and the implications of personnel changes in light of rising skepticism towards vaccinations.
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