Catalyst Watch: AMAT, TGT, WMT preview; DIS review
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 12 August 2023
⏱️ 8 minutes
🧾️ Download transcript
Summary
Transcripts available on Seeking Alpha
Show links:
Catalyst Watch: Eyes On Walmart, Cisco, FOMC minutes and 13F filings
Food prices outpace overall inflation again - will these stocks benefit?
Target is downgraded at Raymond James ahead of earnings
Applied Materials: Still Firing On All Cylinders
Walmart: The Bottom Could Fall Out If Inflation Levels Continue To Fall
The Walt Disney Company (DIS) Q3 2023 Earnings Call Transcript
Walt Disney rises as Wall Street sees Q3 results, guidance as 'turning point
Disney's quarterly revenues, streaming subscribers fall short of forecasts (updated)
Disney earnings call: More streaming price hikes amid pivot toward profits
Disney in charts: Key subscriber metrics stagnate
ESPN moves into sports betting, teaming with PENN on ESPN Bet
Disney Delivered Where It Mattered Most
Transcript
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| 0:00.0 | Thanks for |
| 0:01.4 | joining us today. I'm Julie Morgan host of Wall Street Breakfast, |
| 0:05.0 | Seeking Alpha's Daily Flagship Podcast. |
| 0:08.0 | This is our weekly show all about the catalyst for the upcoming week. |
| 0:12.0 | I'm joined by Kim Khan. |
| 0:14.0 | He's the senior executive editor at Seeking Alpha |
| 0:17.6 | and the host of our new afternoon show, Wall Street Lunch. |
| 0:21.6 | Kim, next week it's that time again to find out about retail sales. |
| 0:25.6 | Yeah, I mean, it's finally a quiet week on the economic front as far as at least |
| 0:30.0 | Fed watchers are concerned. |
| 0:31.6 | We've made it through two big numbers, the |
| 0:34.2 | CPI, just today when we're recording and then non-for perils last week without too many |
| 0:39.7 | speed bumps into the Fed's plan. So people are going to be pretty confident going into next week that there's nothing that's going to really shake them up. |
| 0:47.0 | But it's still a good gauge of where the economy is going and how the consumer is holding up. |
| 0:52.0 | We're going to look at seeing how many companies point to |
| 0:54.7 | to addverse weather conditions, not sleep and snow this time, |
| 0:58.6 | but you know people staying home because it's just so darn hot. |
| 1:02.0 | That's out on Tuesday and the next day we have |
| 1:04.3 | the latest housing starts and building permits numbers. |
| 1:07.1 | That'll give us education on the housing market. |
| 1:10.1 | An interesting thing I saw was for Wells Fargo, who's noticed ties the two things together, |
| 1:14.8 | saying that an unexpected tailwind for the consumer could be the amount of equity that's built up in people's homes. |
... |
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