Inflation & Macro Trends | Bank Earnings, Travel Demand, Chip Design Automation | Triple Play Ep. 3
Bill Baruch and Jannis Meindl talk about the latest inflation data and how it ties into the economic trajectory. Bill and Jannis also share 3 stock ideas: 1.) Wells Fargo in the context of the latest earnings report, 2.) Boeing in the context of commercial travel trends and defense, and 3.) Synopsys in the semiconductor design automation space.
We provide free access to the episode's chart-pack, including all of the data discussed.