The Week Ahead: Feb CPI, FedEx Earnings
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 12 March 2023
⏱️ 9 minutes
🧾️ Download transcript
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Show Links:
Stocks to Watch: https://seekingalpha.com/article/4586598-stocks-to-watch-investors-prep-for-cpi-nail-biter-earnings-reports-from-fedex-xpeng-and-dollar-general
Catalyst Watch: https://seekingalpha.com/news/3946540-catalyst-watch-microsoft-ramps-up-ai-talk-fedex-earnings-and-voting-drama-with-amc-entertainment-ritchie-bros
Earnings Week Ahead: https://seekingalpha.com/news/3946443-earnings-week-ahead-adobe-fedex-lennar-xpeng-dollar-general-and-more
Microsoft and AI: https://seekingalpha.com/article/4584581-breaking-down-generative-ai-microsoft-music-plays-elsewhere-than-in-search
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. |
| 0:07.6 | Good morning. |
| 0:08.6 | Today is Sunday, March 12th. |
| 0:10.4 | Welcome to this edition of Wall Street Breakfast. I'm Lauren Izo. |
| 0:14.0 | Coming up on today's show. The February Consumer Price Index will be released this week. |
| 0:20.0 | Drama ensues over the Silicon Valley Bank meltdown while investors remain wary over a possible contagion effect. |
| 0:28.0 | And the upcoming FedEx earnings report could offer some insight into the state of the US economy. |
| 0:35.0 | But first, before we get to our top stories, let's take a look at what's expected in the markets this week. |
| 0:41.0 | The week ahead is expected to see more drama over the collapse of |
| 0:45.1 | SFB Financial Group and implications for the banking sector and venture capital |
| 0:50.3 | ecosystem. Economic releases will also dominate the conversation on stocks next week with the next Federal Reserve meeting rapidly approaching. |
| 0:59.0 | The headliner will be the Consumer Price Index report for February, with a slight moderation in the year-over-year inflation rate to 5.5 percent from 5.6 percent. |
| 1:11.0 | We'll break that down soon in our top stories. |
| 1:14.0 | Meanwhile, producer prices are forecast to decelerate to a 0.3% month over month gain from 0.7% in January. |
| 1:24.2 | Updates on the Empire Manufacturing survey and latest retail sales are both anticipated to show |
| 1:30.1 | an economic slowdown, while industrial production is forecast to see a bump higher, and the Philadelphia Fed business outlook is seen improving. |
| 1:39.0 | The upshot is that reports together should be the swing factor on whether the Federal Reserve looks to raise its benchmark interest rate by 25 points or 50 points at the FOMC meeting on March 21st and 22nd. |
| 1:54.0 | Outside of the Fed drama, FedEx is the big heavyweight earnings report of the week |
| 1:58.6 | with the shipping giants forecast holding sway |
| 2:01.1 | over a number of sectors. More on that in a bit. |
| 2:04.0 | Other key earnings reports out during this week will include updates from Adobe, Dollar General, Lenar, and XPeng. |
| 2:11.0 | On the event calendar, a Microsoft event on AI in the workplace will |
... |
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