Kim Kahn
speaker
3,234 appearances
101 recordings
1 series
first heard Nov 2025
last heard yesterday
Kim Kahn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 101 in all, peaking in Aug 2026 with 23.
Appearances
Don't forget, these episodes will be up with transcriptions at seeking alpha dot com slash WSP.
voice-verified
And for a wealth of coverage on stocks and ETFs, go to seeking alpha dot com slash subscriptions.
voice-verified
Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market moving events, along with the weekend's top news and analysis.
voice-verified
Hello, today is Sunday, September 6th, and I'm your host, Kim Kahn.
voice-verified
This holiday shortened week brings make or break consumer price numbers for this month's Fed rate meeting.
voice-verified
With the market closed Monday for Labor Day, the August CPI arrives Friday.
voice-verified
Economists expect a zero point four percent rise in the headline number, keeping the annual rate at three point four percent.
voice-verified
The core rate, X Food and Energy, is seen rising zero point two percent, dipping to two point four percent annually from two point five.
voice-verified
Wells Fargo economists say that while headline inflation remains influenced by the ebbs and flows of the conflict in the Middle East, core inflation remains contained.
voice-verified
A hot inflation report could cement an FOMC rate hike later this month.
voice-verified
Fed Chairman Kevin Walsh's hawkish Jackson Hole speech spiked odds of a quarter point rise, but President Donald Trump's threat to cease trade with a number of nations if rates didn't come down made it a coin toss.
voice-verified
Friday's better than expected rise in payrolls, put hike odds now at sixty percent.
voice-verified
Seeking alpha analyst Demar Tokic says the Fed is facing late cycle dynamics with a strong labor market and high inflation and should consider inverting the yield curve or hiking above 5%, starting with the September hike.
voice-verified
Otherwise, long term rates should spike as inflation expectations de anchor, which would force the Fed to hike even more aggressively due to the 2022 like policy error, he said.
voice-verified
On the earnings front, Oracle will give the market another glimpse of hyperscaler revenue versus CapEx when it reports Thursday.
voice-verified
The consensus is for EPS of one hundred seventy four on revenue of nineteen point one three billion.
voice-verified
SA analyst JD Research says despite infrastructure build out risks, Oracle's software business and multi cloud AI databases are delivering strong growth and mitigating AI execution concerns.
voice-verified
But Oracle Bear Paul Franck says escalating AI LLM fees on consumers and businesses are prompting users to cut back on queries, raising doubts about the sustainability of Oracle's hyperscaler strategy.
voice-verified
Here's how the rest of the earnings calendar shapes up.
voice-verified
GameSwap reports Tuesday, on Wednesday Chewy weighs in.
voice-verified
Showing 361–380 of 3,234 · page 19 of 162
← Previous
Next →