Next Steps for the Fed, Delta Airlines Earnings, and the State of Freight 7/13/23

June’s cooler-than-expected CPI print is prompting questions about the next steps for the Federal Reserve. Wells Fargo Senior Economist Sarah House and Former Acting CEA Chairman Tomas Philipson discuss. Plus, earnings kick off this week with focus on Delta Airlines today following continued flight disruptions this summer. Jefferies’ Sheila Kahyaoglu previews the results. And, the transports industry may be emerging from a freight recession for the second half of the year. Deutsche Bank’s Amit Mehrotra explains.