In this episode, using Refinitiv's best-in-class data, Johanna Botta shares how investors should position themselves with Netflix's earnings report for Q4 2019 as new competitors continue entering into the sector and the higher volatility its stock can experience with a disappointing earnings report. Botta also discusses Christine Lagarde and the ECB's stimulus package. Expectations in rate policies remain the same, and Botta reveals how to play the euro. In the After section, she reviews the University of Michigan Consumer Sentiment index as well as the report on expected inflation.
Johanna Botta, Refinitiv
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