Inflation Re-Emergence | AbbVie's Humira, Disney Streaming, Intel's Issues | Triple Play Ep. 7
Blue Line Capital president Bill Baruch and analyst Jannis Meindl lay out the landscape across macro post-CPI. With consumer and producer prices surprising to the upside, the Fed might be cornered as housing and economic data writ large remains solid. We also talk about 3 stocks, all of which have their unique tailwinds & headwinds. AbbVie just lost its U.S. patent for its blockbuster drug Humira, Disney tries to make streaming profitable while spending billions, and Intel aims to restore its iconic brand name after a rough quarterly earnings report.
We provide free access to the episode's chart-pack, including all of the data discussed.