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.

Inflation is cooling, and stocks are heating up! Key data is now suggesting the Fed may start to back off of rate hikes. We’ll look at where we could go from here, and how to position. Plus, FTX’s collapse continues, with its founder now facing all kinds of questions. And the fallout is reverberating throughout all of crypto. But is the worst behind us, or still to come? We’ll explore. And, just how much are rising rates hitting the housing market? We’ll speak with the CEO of WaFd about the mayhem in the mortgage market, and where the lending industry is headed next.