Catalyst Watch: FOMC, Alphabet and Recession
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 28 January 2023
⏱️ 11 minutes
🧾️ Download transcript
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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. |
| 0:11.0 | This is our weekly show all about the |
| 0:13.4 | catalyst for the upcoming week. I'm joined by Kim Khan. He's the senior |
| 0:17.7 | managing editor at Seeking Alpha. Hi Kim, how are you today? Great |
| 0:22.1 | Julie, it's pretty exciting, |
| 0:24.2 | we coming up, something for everybody. |
| 0:26.0 | It's kind of like an investor buffet |
| 0:28.0 | and nobody's gonna want to fill up on bread. |
| 0:30.0 | It's got the Fed that's enough to make any week just crazy on Wall Street. |
| 0:34.8 | But then you throw in one of the biggest earnings weeks of the season with a huge bunch of names. |
| 0:40.3 | And you've also got an OPEC meeting tucked in there for the commodities investors a lot going on but you know let's look at the fed it's the big one |
| 0:50.1 | almost a universal consensus now that they are going to down shift into a rate hike of 25 basis points as inflation and inflation expectations have come down and they can then look to see if they're going to |
| 1:06.1 | grind that out a little higher. You know, there was pretty much a chance of, about a 20% chance that they were going to do a one and done 25 basis points and they're out of there that was like the out of consensus view but still a possibility that went down to about 15% on the Fed Funds futures market when stronger than expected GDP figures and you know a big drop and jobless claims came in saying that there's still a lot of strength in the economy. |
| 1:37.0 | It's a tough call and a lot is going to depend not really on what they do, but what they say, |
| 1:42.0 | specifically what Jay Powell says, if he's going to... really on what they do but what they say, |
| 1:42.7 | specifically what Jay Powell says, |
| 1:44.5 | if he's gonna try and be more hawkish |
| 1:46.0 | in this press conference to kind of counterbalance |
| 1:48.1 | this more dovish hike. |
| 1:49.5 | It's certainly possible given that the Bloomberg Index |
| 1:51.9 | of Financial Conditions is, been at the loosest pace since the hiking cycle started. So that's not what they want. They still got a lot of inflation to get down. It's also only |
... |
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