Wall Street Roundup: Macro Week
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 15 May 2026
⏱️ 13 minutes
🧾️ Download transcript
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Episode transcripts: seekingalpha.com/wsb
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| 0:00.0 | Welcome back to Wall Street Roundup. |
| 0:12.2 | Welcome back to you, Brian Stewart, our director of news at Seeking Alpha. |
| 0:16.9 | Great to be here. |
| 0:17.7 | Great to have you. |
| 0:18.8 | Walk us through this week. |
| 0:20.6 | So this week was much more of a macro week than last week. Last week there was a lot of earnings coming out. This week, the pace of earnings slowed down. We're kind of in wait and C mode on that front for NVIDIA next week and a bunch of retailers are coming out. We saw the market basically drift higher. It set |
| 0:39.7 | new highs again. It's down a little today. This is despite some concerning news on the economic |
| 0:46.2 | front, specifically from the inflation part of it. CPI for April came out. Headline number |
| 0:51.6 | up 3.8% compared to last year was 3.3% in March. |
| 0:56.7 | A lot of that was in energy, gasoline, oil, everything that you would guess with straight |
| 1:03.2 | of home moves being closed. However, the markets are seeing this as not just a kind of one-off |
| 1:10.2 | volatile situation. There's concern that... are seeing this as not just a kind of one-off, |
| 1:11.0 | volatile situation. |
| 1:12.8 | There's concern that even as the higher oil prices |
| 1:19.2 | work their way through the markets, |
| 1:20.5 | worked the way through the other parts of the economy, |
| 1:24.7 | it's going to lead to inflation down the line. |
| 1:27.1 | So basically, you're seeing |
| 1:28.2 | things kind of work their way downstream. The longer this goes on, the more likely that becomes |
| 1:33.2 | is being borne out in the Fed odds. The Federal Reserve, which is going to get, it's Kevin |
| 1:42.1 | Warsh coming in for the next meeting. Next meeting, |
| 1:44.9 | besides that kind of new blood coming in, we don't see much on the horizon in terms of movement. |
... |
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