The Week Ahead: Fed Meeting, AI 'Megatrend'
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 19 March 2023
⏱️ 8 minutes
🧾️ Download transcript
Summary
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Show Links:
Stocks to Watch:
https://seekingalpha.com/article/4588490-stocks-to-watch-all-eyes-on-the-federal-reserve
Catalyst Watch:
https://seekingalpha.com/news/3931946-catalyst-watch-google-talks-ai-nordstrom-drama-and-canada-goose-event?hasComeFromMpArticle=false
Earnings Week Ahead:
https://seekingalpha.com/news/3948534-earnings-week-ahead-nike-chewy-general-mills-gamestop-and-more
Morgan Stanley Upgrades on AI 'Megatrend’:
https://seekingalpha.com/news/3948465-nvidia-stock-rises-morgan-stanley-upgrades-ai-megatrend?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. |
| 0:07.6 | Good morning. Today is Sunday March 19th. Welcome to this edition of Wall Street Breakfast. I'm Lauren Izzo. Coming up on today's |
| 0:15.9 | show. The market anticipates the Fed will hike rates 25 basis points this week |
| 0:22.0 | at a crucial two-day meeting that has investors on edge. |
| 0:26.2 | Nike is expected to post its fiscal third quarter update, and NVIDIA will present its latest |
| 0:32.2 | advancements in AI this week, |
| 0:34.8 | and analysts say the mega trend is becoming harder to ignore. |
| 0:39.4 | But first, before we get to our top stories, |
| 0:41.9 | let's take a look at what's expected in the markets this week. |
| 0:45.9 | The headliner this week is of course the crucial two-day meeting of the Federal Reserve's |
| 0:50.7 | policymaking committee. Outside of the Fed drama, economic reports due to poor in include the existing home sales update on March 20th. |
| 0:59.0 | The new home sales numbers on March 23rdrd and the Durable Goods Orders report on March 24th. |
| 1:07.0 | The corporate calendar features one of the biggest events of the year for NVIDIA. |
| 1:11.4 | The Chipmakers' GTC conference will be closely watched across the tech |
| 1:15.6 | sector, with some discussion on AI chips anticipated. |
| 1:20.1 | Nike will also report earnings this week with investors looking to get some insight on how demand and inventory trends are holding up for the Dow 30 stock. |
| 1:29.7 | More on that coming up next. Now let's get to our top stories. |
| 1:34.4 | The upcoming Federal Reserve meeting |
| 1:36.5 | has some investors on a razor's edge |
| 1:39.6 | over the potential for an unexpectedly hawkish tilt. |
| 1:43.0 | Futures trading implies a 74.5% probability of a 25 basis point rate hike by the Fed |
| 1:50.8 | and a 25.5% chance of no hike at all. |
... |
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