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- Jul 18 Consumers worst fears of inflation lower as tariffs don't cause as much pain (yet)
Jul 18 Consumers worst fears of inflation lower as tariffs don't cause as much pain (yet)
$NFLX $WIT
Mukund Mohan
July 18, 2025
Market
“This is increasingly looking like a solid earnings quarter bar a few exceptions. What that means is that over 78% (compared to 69% last quarter) companies will beat earnings and guide higher” 😊 😋
The markets were mostly subdued, but earnings are strong
From 6% inflation expectations a year ago, the consumer sentiment has dropped to less than 4%, which is good news. That means consumers don’t expect inflation to be impacted largely because of tariffs.
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Today’s video is on Netflix $NFLX ( ▼ 0.13% ) a year ago when it was $612 I said buy.
