Catalyst Watch: FOMC Minutes, Walmart, Inventory

Wall Street Breakfast

Seeking Alpha

Business, Investing, Business News, News

3.8 • 950 Ratings

🗓️ 18 February 2023

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Catalyst watch for the week of February 19. Seeking Alpha Director of News, Jerry Kronenberg gives a rundown of the catalysts for the week including FOMC minutes. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says Home Depot (HD) and Walmart (WMT) are reporting next week with Lowe’s (LOW) and Target (TGT) the following week. One key data point to note is bloated inventory, a previous issue for some retailers.

Our links:

Wall Street Breakfast: seekingalpha.com/wsb
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.

Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Twitter: https://twitter.com/WallStBreakfast

Show links:

Are retailers finally wrangling inventory issues?

Catalyst watch: Spotlight on retail earnings, Lucid Group, Silvergate Capital and Radware

Transcript

Click on a timestamp to play from that location

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.
0:18.5	So today we're giving Kim Khan just a little bit of a break,
0:22.1	and we're joined today by Jerry Cronenberg he's the director of news for seeking alpha Jerry welcome
0:28.0	Hello good to have you and we're also joined by Kevin Curran if you notice this voice that makes sense because he is a regular
0:36.1	now on Wall Street breakfast. Kevin welcome to the show happy to be here as always.
0:40.3	Jerry I hear there are some interesting things coming up next week.
0:44.0	Right, although it is a holiday shortened week with President Stan Monday,
0:48.0	we will learn a tremendous amount, God willing,
0:50.0	about the consumer and the state of inflation both nationally and internationally.
0:54.0	Again, while Monday is a market holiday here in the United States, it is not overseas, and the People's
0:59.0	Bank of China in China will be holding its interest rate meeting.
1:02.0	Last speculation, they may actually cut rates available. China will be holding its interest rate meeting.
1:02.6	Last speculation they may actually cut rates of there,
1:05.1	which they've held steady for some time.
1:06.8	There is a lot of concern about their economy slowing down
1:09.4	to the wake of COVID.
1:10.5	So we should get a view of the inflation situation there.
1:13.5	Meanwhile, all week in the coming week, we will have the Consumer
1:18.0	Analyst Group of New York Conference, which is a big conference for consumer stocks,
1:21.9	Coca-Cola, Pepsi-Cola, Mondeleese,
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Seeking Alpha, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Seeking Alpha and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.