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cover of episode Hot Inflation, Cold Stocks? 12/9/22

Hot Inflation, Cold Stocks? 12/9/22

2022/12/9
logo of podcast Halftime Report

Halftime Report

Shownotes Transcript

Scott Wapner and the Investment Committee discuss the frustration with inflation as the latest read comes in hotter than expected just as stocks looked ready to rally. Plus, Chief Global Markets Strategist for JP Morgan, Marko Kolanovic joins us to explain why he sees growing recession risks for 2023. And later, some Calls of the Day on consumer names Netflix and Costco, with ownership on the desk, the Committee weigh in on these names and what to do with them.