25.06.11 WSJ

1. Macroeconomics

Title: Get Ready for Inflation to Matter in Markets Again
Source: The Wall Street Journal
Date: June 8, 2025
Key Takeaways:

• May's CPI report cooled to +2.3% YoY, but inflation expectations surged to the highest point since 1981
• The market is shifting focus from tariffs to resurgent inflation, which may delay Fed rate cuts
• Rising inflation could pressure profit margins and financial conditions, despite elevated equity valuations 
• Upcoming PPI/CPI prints will be closely watched for signs of sustained price pressure

Link: https://www.wsj.com/finance/stocks/inflation-consumer-prices-markets-4803ae28

---

2. M&A Transactions or Private Equity

Title: The Media and Entertainment Deal Machine Is Revving Up
Source: The Wall Street Journal (Deals section)
Date: June 11, 2025
Key Takeaways:

• Deal activity in media and entertainment sectors has accelerated sharply, driven by streaming consolidation, premium content race, and private equity interest
• Major platforms and studios are acquiring rights catalogs and niche networks to bolster streaming libraries.
• Private-equity firms are deploying dry powder in these sectors, seeing durable cash flows tied to subscription models.
• Observers note rising valuations but expect continued momentum as M&A pipelines remain strong

Link: https://www.wsj.com/business/media/the-media-and-entertainment-deal-machine-is-revving-up-c86c1592

---

3. Opinion

Title: The Petty Trump‑Musk War
Author: Holman W. Jenkins, Jr.
Source: The Wall Street Journal – Opinion
Date: June 11, 2025
Key Takeaways:

• Jenkins characterizes the Trump vs. Musk feud as a symbolic clash between populist nationalism and tech libertarianism
• He critiques the superficial nature of the dispute, describing it as "petty" given larger political and economic issues at stake
• The column warns that such public infighting could divide conservative coalitions and distract from policy debates 
• Jenkins suggests the social-media amplifications of personal drama may hurt public confidence in political leadership

Link: https://www.wsj.com/opinion/the-petty-trump-musk-war-ukraine-russia-children-694a8059