Stephen Miran, Chairman of the Council of Economic Advisers and a key figure in economic policy under President Trump, discusses the implications of a recent inflation report and its positive reception in the market. He explores how higher inflation may benefit equity investors. Meanwhile, Eli Gross, Global Co-Head of Investment Banking at Morgan Stanley, shares insights into the resurgence of M&A activity and IPOs, examining corporate confidence and the evolving economic landscape. They also touch on AMC Entertainment's recovery and the changes in consumer trends within the entertainment industry.
