Wall Street Breakfast
Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.
Wall Street Breakfast: The Week Ahead
Auto sales are expected to hit high in a new report, while Tesla (TSLA) could smash prepandamic numbers. The September U.S. jobs report will drop, and the labor market is showing no signs of slowing down. And, a special event this week will showcase how business practices will evolve in the metaverse.
WSB's Weekend Bite: Sticky Inflation and Nominal GDP Growth With Michael Cramer
This week we're joined by Michael Cramer, Founder of Mott Capital Management to dive into sticky inflation, nominal GDP growth, and an S&P target level he is watching for a bottom to form. Plus, Kim Khan gives the heads up on what to watch next week in Catalyst Watch.
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Wall Street Breakfast September 30: Nike Falls To New Low After Efforts To Clear Inventory Hit Margins
Nike falls to a new low after efforts to clear inventory hit margins. Meta's Zuckerberg says company will freeze hiring - Bloomberg. PepsiCo is said to be considering buyouts, layoffs. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 29: Porsche Revs Higher in IPO Debut in Frankfurt
Porsche revs higher in IPO debut in Frankfurt. Stock futures reverse as big market rally fizzles out. Amazon.com raises hourly pay through $1B investment. Medicare costs to decline for first time in a decade. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 28: Apple Suppliers Fall On Report Firm Is Ditching Iphone Production Boost
Apple suppliers fall on report firm is ditching iPhone production boost. Sign of the times: 10-year Treasury yield rises above 4%. Lyft freezes U.S. hiring through end of 2022 - report. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast September 27: Chevron, BP Stop Output At Some Gulf Of Mexico Facilities Ahead Of Hurricane Ian
Chevron, BP stop output at some Gulf of Mexico facilities ahead of hurricane. Dollar creates an 'untenable situation' for risk assets - Morgan Stanley. Biden student loan forgiveness program to cost over $400B, CBO says. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.Wall Street Breakfast September 27: Chevron, BP Stop Output At Some Gulf Of Mexico Facilities Ahead Of Hurricane Ian
Wall Street Breakfast September 26: Amazon Prime Day Part 2
Amazon schedules second prime day sale. Tesla CEO Elon Musk to face deposition with Twitter ahead of October trial. Unilever CEO to depart in 2023, search for replacement underway. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
WSB's Weekend Bite: Red Markets. Time To Go Green?
This week, Zach Stein, Chief Investment Officer at Carbon Collective joins us to break down their just launched ESG ETF, the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO). Plus, Kim Khan recaps the FOMC meeting and delivers your next week's Catalyst Watch.
Join us for Stock Market Live next Wednesday at 12 pm ET. Grab your seat now - https://bit.ly/3z4zIVg
Wall Street Breakfast September 23: Boeing Has To Pay
Boeing to pay $200M to settle SEC charges related to 737 MAX crashes. EVs to account for 60% of new car sales by 2030 - IEA. FedEx earnings highlight cost-savings push, price increases but Deutsche Bank voices doubts on cost-saving plans for FedEx. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast September 22: FOMC Hangover
Stock futures waver following hawkish signals and FOMC hangover. UK communications regulator to probe digital markets dominated by Amazon, Google. Meta shares slump as company reportedly sets plans for 10% cost cuts. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 21: Another Super-Sized Rate Hike
Federal Reserve expected to make another super-sized rate hike on Wednesday. Oil spikes as Putin orders 'partial mobilization' in Ukraine. S&P, Dow, Nasdaq futures cautious, rates dip as market readies for 75 bps from Fed. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 20: Treasury Yields At Highest In Over A Decade Before Key Fomc Meeting
Treasury yields at highest in over a decade before key FOMC meeting. Apple is raising app store prices in Europe and Asia next month. Apple reportedly sees bugs causing the iPhone 14 Pro Max camera to crash. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 19: U.S. Homebuyers Buy The Dip As Prices Cool In August Vs. July, Report Shows
U.S. homebuyers buy the dip as prices cool in August vs. July, report shows. Amazon reportedly suspends construction of new warehouses in Spain until 2024. Volkswagen targets up to $75B valuation in upcoming Porsche IPO. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast: The Week Ahead
The Federal Reserve continues its battle against inflation this week, with a highly anticipated policy meeting. The outlook remains tight, as the EU import embargo on Russian oil soon comes into effect, but experts predict a stronger 2023. And, the streaming landscape is shifting, as Netflix (NASDAQ:NFLX) and Disney+ (NYSE:DIS) turn to advertising to increase revenue.
WSB's Weekend Bite: "A Winter Of Discontent To Come" With Susannah Streeter
This week we're joined by Susannah Streeter, Senior Investment and Markets Analyst at Hargreaves Lansdown. She shares her thoughts on the European energy crisis, if Bitcoin and Ethereum are still investable worthy, and a reminder that investors just need to hear from time to time. Kim Khan also shares the Catalyst Watch for next week on what is certain to move markets.
Miss the "After The Everything Bubble webinar? Catch the replay here!
Join us for What's Happening In The Stock Market With Mike Saul on Monday at 12 pm est. Register now to get it on...
Wall Street Breakfast September 16: FedEx Stock Sinks Before The Bell After Pulling Guidance
FedEx stock sinks before the bell after pulling guidance. S&P, Nasdaq, Dow futures slide as FedEx hits sentiment; more consumer data on tap. Uber slides as it investigates cybersecurity breach. Adobe gets no relief after it 'overpaid' for Figma. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast September 15: The Merge Arrives As Ethereum Switches To New Operating Model
The Merge arrives as Ethereum switches to a new operating model. Rail companies and union reach tentative labor agreement. California sues Amazon over alleged anti-competitive pricing practices. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast September 14: Railroad Worker Strike Is Starting To Rattle Commodity Markets
Railroad worker strike is starting to rattle commodity markets. Amazon adds new driver benefits, hikes pay amid union challenge. U.S. federal budget deficit expands to $220B in August. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast September 13: Inflation Expected To Cool In August, But Fed Still Seen Acting Aggressively Thereafter
Inflation expected to cool in August, but Fed still seen acting aggressively thereafter. Early votes show Twitter cruising toward shareholder OK of Musk buyout - WSJ. Fidelity considers enabling bitcoin trading for its over 34M brokerage clients - report. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 12: Credit Card Giants To Track Firearms Retailers With New Merchant Code
Credit card giants to track firearms retailers with new merchant code. Disney CEO said to reject Third Point call for ESPN spin off (update). JPMorgan acquires payments fintech Renovite. Nasdaq, S&P, Dow Jones futures up to start data-packed week. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast: The Week Ahead
Starbucks (SBUX) will hold a highly-anticipated Investor Day event on September 13. A major auto show kicks off this week in Detroit, with plans for the reveal of a new Ford (F) Mustang model, new electric vehicle innovations, and even hoverbikes. Volkswagen (OTCPK:VWAGY) will pursue an IPO of the preferred shares of Porsche (OTCPK:POAHY), triggering what could become one of Europe's largest-ever listings.
WSB's Weekend Bite: The Market Bottoms Likely Next Year With Katie Stockton
This week we're joined by Katie Stockton, Founder and Managing Partnerat Fairlead Strategies, to dive into what the market technicals are telling her about where the US markets head from here. We also explore the Fairlead Tactical Sector ETF (TACK) and Kim Khan covers next week's potential market-moving events in this week's Catalyst Watch.
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Wall Street Breakfast September 9: Consumer Borrowing Slides More Than Expected In July
Consumer borrowing slides more than expected in July. The EU discusses emergency measures in Brussels to tackle the energy crisis. T-Mobile rises on news of $14B stock buyback plan. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 8: Fed's Michael Barr Maps Out His Priorities To Make Financial System Safer, Fairer
Fed's Michael Barr maps out his priorities to make the financial system safer, fairer. Apple shows off updates to iPhone, AirPods, Apple Watch lines, including extreme sports version. Go big or go home? The ECB might find itself in a Catch-22. Stock futures cautious with global rates in focus ahead of ECB, Powell. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast September 7: Blackrock's Larry Fink Says Government Spending, Immigration, Remote Work Fuel Inflation
BlackRock's Larry Fink says government spending, remote work fuel inflation. Apple expected to unveil new iPhones, Apple Watches, AirPods at September event. Good news may be bad news for stocks as September losing streak continues. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast September 6: Investors Fear Energy Shocks Could Spur A Wider Economic Crisis (Podcast)
Investors fear energy shocks could spur a wider economic crisis. Bankruptcy filings jump in August from historically low levels. CVS buys Signify Health for $30.50/share, expanding reach in home healthcare. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast: The Week Ahead
Apple (AAPL) enthusiasts are preparing for a possible iphone 14 drop this week, with a special new tech for night photography. The NFL season kicks off, and football fans are getting ready to bet on their favorite teams, putting a spotlight on the casino sector. Global sales of industrial robots and factory automation is up, as the U.S. deals with harsh labor shortages.
WSB's Weekend Bite: Do This For Portfolio Income Says George Ball
This week we're joined by our good friend George Ball, Chairman at Sander Morris Harris. He shares 4 stocks that he would be selling puts against right now to create income for your portfolio. Also, Kim Khan breaks down what to watch for in the week ahead in Catalyst Watch.
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Mentioned in this episode:
Options Knowledge Base on Seeking Alpha
Bank of America's Option Calls
Wall Street Breakfast September 1: August Jobs Report To Provide More Clues On Economy's Direction, Fed's Rate Path
August jobs report to provide more clues on economy's direction, Fed's rate path. Starbucks names Laxman Narasimhan as its next CEO.iPhone crown: Over half of America is using smartphones made by Apple. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast September 1: Disney Considers Amazon-Like Membership Program
Disney considers Amazon-like membership program - WSJ. Will the Nord Stream shutdown add to volatility in energy markets? Nvidia drops after U.S. prohibits sales of some of its products to China. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast August 31: Oil Prices Likely To Return To $120 As Global Energy Crisis Continues - Goldman Sachs' Jeff Currie
Nasdaq futures lead S&P, Dow with focus on jobs and peak '22 hawkishness. Oil prices likely to return to $120 as global energy crisis continues - Goldman Sachs' Jeff Currie. Snap to cut 20% of workforce - report. Hundreds of Facebook contractors set to lose work in outsourcing - report. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast August 30: Quantitative Tightening Goes Full Throttle: How Will It Impact Investors?
Quantitative tightening goes full throttle: How will it impact investors? Goldman says buy commodities, as markets overestimate global recession risk. EU plans to intervene in energy markets to stop surging power prices. Nasdaq, S&P 500, Dow Jones futures rise as market looks to break out of slump. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast August 29: Jackson Hole Hangover: Stock Futures Continue To Slide After Wall Street Rout
Jackson Hole hangover: Stock futures continue to slide after Wall Street rout. Walmart to buy South African retailer Massmart in $377M deal. Netflix eyes a $7-$9 per month price for an ad-supported video plan. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast: The Week Ahead
NASA plans to return to the moon this week, with big implications for the stock market. Theater stocks could create buzz again this week with AMC Entertainment (NYSE:AMC) making headlines. And, we’ll tell you how the scarcity of freshwater is a global economic threat that could disrupt businesses and jeopardize growth.
WSB'S Weekend Bite: Meme Stocks, Inflation And BMR With David Trainer
This week we're joined by David Trainer, from Value Investing 2.0 and New Constructs. We get his market views on if this is a new bull market, what is The Fed going to do about inflation, meme stocks, and his current stock picks he says investors should look at. Kim Khan also shares what investors need to watch for next week in Catalyst Watch!
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Wall Street Breakfast August 26: Expect Jerome Powell to Push Back on Rate Hike and Pause Expectations at Jackson Hole
Expect Jerome Powell to push back on rate hike pause expectations at Jackson Hole. Meta sets October release of its newest VR headset. Nasdaq, S&P, Dow Jones futures slip, yield curve steepens ahead of Powell. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast August 25: Big Wagers on what to Expect During Powell's Speech at Jackson Hole
Big wagers on what to expect during Powell's speech at Jackson Hole. S&P, Nasdaq, Dow Jones futures rise as Jackson Hole kicks off. Amazon getting rid of telehealth service Amazon Care - WaPo. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast August 24: Twitter Combining Account-Response Teams As Bot Debate Heats Back Up
Twitter combining account-response teams as bot debate heats back up - Reuters. What does Tesla's upcoming stock split mean for investors? White House draws up plan to forgive $10K student loan debt for some. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
Wall Street Breakfast August 23: Is Meme Mania Taking Hold in the Broader Market with Longs and Shorts?
Is meme mania taking hold in the broader market with longs and shorts? Saudi minister says OPEC+ may cut production. Musk subpoenas Twitter founder Dorsey as legal dispute marches on. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
Wall Street Breakfast August 22: Wall Street Banks Nearing $1B Settlement Over Use of Banned Messaging Apps
Wall Street banks said to be nearing $1B settlement over use of banned messaging apps. Worsening drought seen as next big threat of economic disruption. AMC plunges as rival Cineworld confirms potential bankruptcy filing. Warren Buffett not expected to make bid for control of Occidental - report. Catch today’s WSB article here.
