Your Summer Playbook as Inflation Cools 6/13/24

Frank Holland and the Investment Committee discuss the fresh
signs of cooling inflation as the Fed signals just one rate cut
before the end of the year. Plus, we’ve got some Calls of the Day
on committee names, the desk debate their stocks. And later, the
Paramount deal with Skydance falls through, shareholder Jim
Lebenthal talks about what’s next for the media name. 


Investment Committee Disclosures