Bloomberg Surveillance
Disney Earnings Breakdown and Sticky Inflation Concerns
May 7, 2024
Ken Leon discusses Disney earnings, Steve Eisman talks rate cuts and recession outlook, Frances Donald highlights concerns of a hard landing in China. They cover various economic topics such as AI adoption impact, Disney's strategic focus, investment services ads, energy consumption, global taxation trends, and superstar concerts popularity.
31:11
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Quick takeaways
- Disney's financial progress emphasizes content spending discipline and technological evolution in streaming strategy.
- Concerns of a hard landing or major uptick in unemployment amid higher for longer rates are discussed.
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