Episode 6 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. Yields ticked higher last week after the Fed’s favorite inflation gauge, the core PCE, came in softer than expected. Stepping away from the Mega Cap companies, we take a deep dive into fintech standout SOFI. Then we breakdown the week’s biggest headlines: Netflix (NFLX) and Paramount’s (PSKY) showdown for Warner Bros (WBD), McDonald’s (MCD) turning up the heat on “value”, and the rising odds of a Fed rate cut.

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