We Love Cooling Inflation!

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The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 11 November 2022

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Several factors in the Big Macro pushed stocks higher at week's end. (0:30) Jason Moser and Ron Gross discuss: - How the Consumer Price Index report fueled an historic rise on Thursday - China's potential for pulling back Covid restrictions - The role layoffs will play in the coming months - Disney's parks division being the lone bright spot in an otherwise disappointing 4th-quarter report - The latest from The Trade Desk, Lyft, and Marqeta (19:15) Rachel Warren talks with Anjee Solanki, National Retail Director at Colliers, about the top retail trends this holiday season and how consumer spending continues to change. (32:10) Jason and Ron return to talk about - Carnival Cruise's intriguing strategy to battle rising food costs - Two stocks on their radar: Outset Medical and Titan International Stocks mentioned: META, RDFN, AAPL, DIS, TTD, LYFT, MQ, CCL, AMZN, TJX, DLTR, YUM, WMT, OM, TWI Host: Chris Hill Guests: Ron Gross, Jason Moser, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	And in the week on a high note, just went to a whole other level for investors.
0:09.6	Motley full money starts now.
0:26.2	Everybody needs money.
0:28.1	That's why they call it money.
0:37.1	From full global headquarters, this is Motley full money.
0:40.4	It's the Motley full money radio show.
0:41.8	I'm Chris Hill joining me on the show Motley full senior analyst Jason Moser and Ron
0:46.4	Gross.
0:47.4	Good to see you as always, gentlemen.
0:48.4	Hey Chris.
0:49.4	Hey Chris.
0:50.4	We got the latest headlines from Wall Street.
0:52.0	We've got a closer look at retail trends heading into the holidays.
0:56.1	As always, we got a couple of stocks on our radar.
0:58.7	But we begin with the big macro on Thursday morning, the latest consumer price index report
1:04.4	sent the stock market soaring the S&P 500 rose 5.5 percent at the NASDAQ rose more than
1:11.6	7 percent.
1:13.1	All because inflation rose just 0.4 percent in October run, which was lower than economists
1:19.9	were expecting.
1:22.2	If you would told me at the time, it was going to be a report that was a little cooler
1:27.2	than economists were expecting.
1:28.6	I would have guessed the market would be up.
	...

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