Bloomberg Businessweek Tame CPI Data Could Guide Fed's Next Move
Aug 10, 2023
Discussion on US CPI data and Federal Reserve policy. Coach owner buys Michael Kors parent in $8.5 billion deal. Increase in Lyme disease in the US. Lower domestic airline prices. Current state of the market and expected higher interest rates.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Roundtable Discussion on CPI Data and Consumer Behavior
01:38 • 9min
Focal Points, Consumer Spending, and Sponsors
10:41 • 2min
Capri Holdings Rebranding and Michael Kors Acquisition
12:31 • 9min
Diagnosing and Challenges of Lyme Disease
21:26 • 16min
No Recession Signs in Data
37:50 • 3min
Current State of the Market and P.E. Multiples
41:01 • 6min
Inflation Print and Expectation of Higher Interest Rates
47:27 • 2min