Catalyst Watch: Q1 GDP, Amazon Earnings
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 22 April 2023
⏱️ 12 minutes
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Amazon earnings next week will include focus on job cuts, macro pressures and chip development
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. |
| 0:25.6 | He's an associate news editor at Seeking Alpha. |
| 0:28.8 | Kim is back. |
| 0:29.6 | He did not leave Kevin and I to our own devices this week. |
| 0:33.3 | Yeah, that's good to be back, thanks. |
| 0:35.4 | So, Kim, what do you have for macro next week? |
| 0:38.0 | Well, one thing that's off the table is Fed speakers, |
| 0:42.4 | because they're gonna be starting their blackout period ahead of the main meeting. So that starts on Saturday and so you won't hear much from them, but there'll be plenty of stuff to look at but the and the Fed will be looking closely at I mean what don't we have let me look at the list I got consumer confidence new home sales on Tuesday Wednesday we've got durable goods, we've got retail |
| 1:06.8 | industry inventories, wholesale inventories, and then going into Thursday we've got their usual jobless claims pending home sales, but the big one Thursday is going to be the advance reading of Q1 GDP, |
| 1:23.2 | looking to come in around 2% cooler |
| 1:26.3 | than the fourth quarter, which would please the Fed, |
| 1:29.1 | but it wouldn't be too low to kind of spark |
| 1:31.1 | immediate recession concerns. We've also got the personal income and |
| 1:35.0 | spending on Friday. The favorite inflation gauge of the Fed comes with that with the core |
| 1:40.5 | PCE price index. Got it. |
| 1:43.0 | So even though the Fed speakers, they are in their blackout period, |
| 1:47.0 | there's a lot to pay attention to next week. |
... |
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