Inflation Overreaction, Press Play on Netflix, and Here Come the Retailers 11/15/22

Stocks popping on a cooler-than-expected PPI number, but one strategist says much like the reaction to CPI data, the markets are reacting too wildly. He tells us why and where he’s putting money to work. A double upgrade for Netflix from Bank of America’s new analyst…what’s got her so excited about the new ad tier. And Walmart crushed its third quarter, will TJX and Target follow suit? We’ve got the action, the story and the trade on both ahead of their reports.