The Fed vs. Fiscal Policy, Disney’s Strategy Shift, and Stocks’ Goldilocks Moment? 7/13/23

Former Dallas Fed President Robert Kaplan argues government spending is forcing the Fed to keep rates high. 

Disney CEO Bob Iger will be at the helm through 2026 and he’s got big plans for its networks. 

Plus, thanks in part to today’s cooling inflation data, stocks could be at a Goldilocks moment, according to one strategist.