The Goldilocks Scenario

This week, we look at what comes from cooling inflation paired with a resilient economy. With the latest inflation numbers in hand, we’ll examine how shelter impacts the numbers, visualize the staggering amount of empty office space, and try to explain what’s going on at Disney.

Key Takeaways

[00:18] - The latest inflation report and shelter’s role in the numbers [04:21] - What are the “experts” saying? [10:23] - The general economy vs. inflation [11:37] - The empty office conundrum [15:01] - What’s going on with Disney? [20:04] - Tales from our first jobs

Links

WSJ: Inflation eased to 3% in June, the lowest since early 2021 Goldman: Fed tightening is in its final innings Flight Rader 24: Busiest day for commercial aviation that we’ve ever tracked Visualizing 1 billion square feet of empty office space The empty downtown - a new normal Boston offers tax breaks to turn empty offices into housing Disney World hasn’t felt this empty in years

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Doug Stokes Greg Stokes Stokes Family Office

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