Don’t Bank on a Pause, The Streaming Wars, and San Francisco the New Detroit? 5/5/23

<p>Despite the strong headline number, the labor market is slowing…but is it slowing fast enough for the Fed? No, says one of my guests, and don’t bank on a rate pause ahead because of it. </p><p>And, shares of Warner Brothers Discovery bouncing back after its U.S. streaming business turns a profit but is the euphoria misguided? We look at who is best positioned to come out on top in the streaming wars.  </p><p>Plus, our market guest says there’s one trade you should definitely avoid right now, it’s the names with exposure to San Francisco—which she says- is starting to look like Detroit. </p><p> </p>