Optimistic with an asterisk

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).

Episode transcripts: seekingalpha.com/wsb

Show links:
AppLovin outlines Q2 2025 with strategic focus on AI and e-commerce advancements
US-UK trade deal to increase access to billions of dollars of US products, Trump says
Trump suggests cutting China tariffs to 80%

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