The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23

1

Introduction

00:00 • 4min

2

The Impact of Government Enabled Construction Projects on Local Labor Markets

03:57 • 5min

3

The Fed's Inversion of the Curve

08:51 • 2min

4

The Impact of the Energy Transition on the US Economy

11:21 • 2min

5

Expectations for the Big Six Banks in Q2

13:38 • 4min

6

The Fed's Predictions for Regional Bank Consolidation

17:38 • 4min

7

The Importance of Bob Iger's Decision to Dismantle ESPN

22:02 • 5min

8

The Dow Hits a 52 Week High and Cisco Leading the Way

27:26 • 1min

9

The Goldilocks Moment for Stocks

28:53 • 2min

10

The Momentum Is to the Upside

31:10 • 3min

11

The Potential for a Rebound in Capital Markets Activity

34:05 • 3min

12

Shares With Exxon Mobile Are Lower on News They'll Acquire Carbon Sequestration Company Den Berry for Nearly Five Billion Dollars

36:37 • 2min

13

Delta Airlines' Shares Are Edging Higher After Posting Record Earnings and Revenue

38:53 • 4min

14

Delta's Market Perform on Jet Blue and Spirit

42:30 • 3min