The Fed has been able to increase rates without massive spikes, not employment, without too much economic disruption. This is pulling something off that I think a lot of people weren't sure they'd be able to do. But like you said, Dylan, the economy is holding up. There is no recession in sight, at least as far as I can see and inflation is cooling.
The earnings parade is on, and this quarter it pays to be in the black.
(00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards. - Why earnings updates ended epic runs for Chipotle and Spotify. - How big tech’s cost cutting is going.
(19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation.
(31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes.
Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV
Host: Dylan Lewis Guests: Matt Argersinger, Emily Flippen Engineer: Dan Boyd
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