Catalyst Watch: CPI, Silicon Valley Bank Contagion
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 11 March 2023
⏱️ 15 minutes
🧾️ Download transcript
Summary
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Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
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Show links:
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Nonfarm payrolls growth stronger than expected; unemployment rises to 3.6%
Charles Schwab stock selloff deepens; Morgan Stanley calls it overdone
Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.0 | Thanks for joining us today. I'm Julie Morgan, host of Wall Street Breakfast, Seeking Alpha's Daily flagship podcast. |
| 0:14.3 | This is our weekly show all about the catalyst for the upcoming week. |
| 0:18.4 | I'm joined by Kim Kahn. |
| 0:19.9 | He's the senior managing news editor at Seeking Alpha. |
| 0:23.6 | I'm also joined by Kevin Curran. |
| 0:25.7 | He's an associate news editor at Seeking Alpha. |
| 0:28.8 | Kim, Kevin, welcome to the show. |
| 0:30.4 | Thanks. |
| 0:31.0 | Glad to be here. |
| 0:31.8 | So Kim, of course, I know you have two major topics to talk about. |
| 0:36.8 | Tell me, what are they? |
| 0:37.8 | Yeah, it's all kind of like, you know, I guess you can wrap it up in one big package. It's Jobs Report and |
| 0:44.1 | CPI. We are recording this on Friday. We've just seen the jobs report |
| 0:47.8 | numbers. Market's going haywire or one of those Joker. |
| 0:51.8 | It loses their minds moments and it's the bond market is is |
| 0:57.6 | rallying sharply sending yields down on the short end by almost 30 basis points. That's a move we haven't seen since 2008. But then just earlier this week after |
| 1:07.2 | Pals testimony we saw them shoot up over 5% which is a move we haven't seen in about a similar amount of time. So things are really volatile, really fluid. |
| 1:16.4 | Stocks are trading off lower as the non-farm payrolls |
| 1:20.0 | were higher than expected, but the bottom market seems |
| 1:22.0 | to be focusing on a softer than expected average hourly earnings numbers puts the crosshairs even further on if it's as possible to CPI next week. |
| 1:32.0 | And for the February |
... |
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