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The Bumpy Soft Landing, An Under-the-Radar Barbie Beneficiary, and the Social Media Stock with 35% Upside 7/18/23

The Exchange

00:00

Diane's Headwinds and the SAG Strike

"There's an engine out there, and it has proven to be resilient," Kelly Wallace says. "I would acknowledge Diane's headwinds, but also point out that, you know, planes land all the time into headwinds." The strikes are a huge number of strikes; they won't begin to see effects until after first week in August. And I think it's very hard for the Fed, given the kind of noise we're going to see, some of those things to be in the middle of thinking about raising rates any further.

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