The Week Ahead: Apple’s Theatre Push and Lululemon
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 26 March 2023
⏱️ 9 minutes
🧾️ Download transcript
Summary
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Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4590000-stocks-to-watch-bright-lights-on-big-banks
Catalyst Watch:
https://seekingalpha.com/news/3951028-catalyst-watch-eyes-on-deutsche-bank-intel-virgin-orbit-and-the-feds-favorite-inflation-gauge
Quick Dividend Stock Picks:
https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false
Apple’s Movie Goals:
https://seekingalpha.com/news/3950364-apple-looking-to-spend-1b-a-year-to-release-movies-in-theaters?hasComeFromMpArticle=false
Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover top news for investors every morning. |
| 0:08.0 | Good morning. Today is Sunday March 26th. Welcome to this edition of Wall Street Breakfast, I'm Lauren Izzo. |
| 0:15.2 | Coming up on today's show, Apple is looking to invest more in putting movies into theaters. Lulu Lemon is set to report earnings this week, and Dollar General faces fines of more |
| 0:27.0 | than $1 million over price inaccuracies. |
| 0:30.8 | But first, before we get to our top stories, let's take a look at what's expected in the markets this week. |
| 0:37.0 | Banks will dominate the headlines again this week with light earnings and economic calendars. |
| 0:43.0 | The Senate Banking Committee will hold a hearing on bank failures. |
| 0:47.0 | While some reports indicate stress on bank deposits is less severe |
| 0:51.0 | than what was implied by the recent price action in bank stocks, |
| 0:54.8 | the trading around Deutsche Bank indicates investors are still on a hair trigger. |
| 0:59.8 | Goldman Sachs economists expect the stress on small and mid-sized banks to result in tighter lending standards, |
| 1:08.0 | which they estimate will impose a 0.25 to 0.5 percentage point drag on GDP growth, or the equivalent of the impact of 25 to 50 basis |
| 1:19.6 | points of rate hikes. |
| 1:21.8 | Against that backdrop, Federal Reserve officials will be back out on the street making speeches again. |
| 1:27.0 | Even though Federal Reserve Chairman Jerome Powell reiterated that rate cuts are not the best case scenario for the Central Bank. |
| 1:35.0 | Treasury yields and futures markets appear to be pricing in several rate cuts for later in the year, |
| 1:41.0 | and a terminal rate no higher than 5.25% to 5.5%. |
| 1:47.1 | The economic calendar for the week ahead includes updates on the Case Schiller House |
| 1:51.0 | price index, pending home sales, GDP, and the closely watched |
| 1:56.1 | PCE Price Index. |
| 1:58.6 | Let's get to our top stories. |
| 2:01.1 | Lulu Lemon will report earnings on March 28th, with analysts calling for a revenue tally of $2.7 billion and an EPS mark of $4.26. |
... |
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