Markets Turn from Economy to Earnings, and Is Nelson Peltz Right About Disney? 1/12/23

CNBC's "Fast Money"

CNBC

Business, Investing, News

4.3 • 1.2K Ratings

🗓️ 12 January 2023

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

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Summary

Major indexes pulled off gains again today as the latest read on inflation showed further signs of moderation. But with Q4 earnings season just over 12 hours away, will company results let the air out of the balloon? Plus Nelson Peltz laid out his gameplan for Disney, should he get a spot on the board. But what would our traders do if they could change one thing about the media and entertainment giant?

Transcript

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0:00.0	Right now and fast, a CPI sigh of relief, stocks keeping the new year good vibes going
0:06.7	after the latest sign that inflation is cooling.
0:09.3	Will they kick off a burning season tomorrow?
0:11.5	Take the steam out of the bulls or kick this rally into high gear, plus grumpy activists
0:15.9	trying to Nelson Peltz making his case on CNBC for what is wrong with Disney, while the
0:20.2	Fox deal is a disaster and why bringing him on the board will help boost the bottom
0:23.6	line.
0:24.6	Should I go say yes, we'll debate that.
0:27.0	And later, it's ladies night for our latest acronym reveals, Karen's cooking up some
0:30.7	tasty trays while Julia Beale's casting in the small cap on.
0:34.7	And then there is this.
0:37.6	That my friends is Miss El Salvador and she is wearing a Bitcoin dress in a beauty pageant.
0:42.2	You've got the full story on this one coming up.
0:44.6	I'm Melissa Lee.
0:45.6	This is fast money.
0:46.6	We're live at the Nasak Market site.
0:47.6	We got a full house tonight here on the desk, Tim Seymour, Karen Feinerman, Dan Nathan
0:51.3	and Guy Adami.
0:52.3	And we start off with the Goldilocks reading on inflation, the latest CPI data giving the
0:56.3	markets exactly what they wanted sending the Dow at more than 200 points.
0:59.9	And as I continue continuing its rally for fifth straight day, it's longest winning streak
1:04.2	since last July.
	...

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