Catalyst Watch: SLOOS, CPI, Disney Earnings Preview
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 6 May 2023
⏱️ 16 minutes
🧾️ Download transcript
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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:
Post-Fed the new market buzzword is SLOOS - here's what to know
U.S. economy adds 253K jobs in April, unemployment drops to 3.4%
Earnings Calendar
The Walt Disney Company: Buckle Up For Big News
Hollywood writers strike for first time since 2007, with streaming in focus
Regional bank fears? Watch this key variable
Entertainment stocks slide with Paramount serving as anchor
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. |
| 0:14.4 | This is our weekly show all about the catalyst for the upcoming week. |
| 0:18.2 | I'm joined by Kim Kahn, he's the senior managing news editor at Seeking Alpha. I'm also joined by Kevin Curran. He's an associate |
| 0:26.1 | news editor at Seeking Alpha. Kim, Kevin, welcome to the show. Good to be here. |
| 0:30.9 | Happy to be here. |
| 0:31.9 | So Kim, I know we had something major happened this morning. |
| 0:35.8 | We're actually recording this on Friday, May 5th, but we're going to get to that. |
| 0:41.0 | There's something else that you wrote an article about, |
| 0:43.7 | and it's called Sloze. |
| 0:45.3 | Tell me, what is that about? |
| 0:46.6 | Yeah, Sloze is the new big word. |
| 0:48.2 | And I mean, if we were doing this show |
| 0:50.4 | and you would tell, you know know before and you told me oh |
| 0:52.8 | CPIs coming up but that won't be the most important thing next week I |
| 0:56.4 | would not have believed you but it's true there's something more important for |
| 1:01.2 | the market now and that is the sluze report. |
| 1:04.2 | slu stands for the senior loan officer opinion survey and it's carried out by the |
| 1:09.8 | Fed it surveys about a hundred banks across the US, both domestic and international and |
| 1:18.0 | surveys the opinions of sentiments of loan officers on how they are |
| 1:22.4 | with lending and if they're tightening |
| 1:24.3 | lending and conditions and raising standards and tightening credit and it's a |
... |
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