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
Lee Coppersmith, managing director in Goldman's Fic and Equities Division, highlighted Micron Technology, Sandisk, the iShares MSCI South Korea ETF, Ticker EWY, and the Roundhill Memory ETF, Ticker DRAM, as showing similar technical patterns.
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The charts suggest the group is beginning to emerge from its summer consolidation, although the moves are still in their early stages.
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The potential breakouts come as the broader AI trade enters a more consistent.
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constructive setup with lighter investor positioning.
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lower implied volatility, and a series of potential catalysts including Goldman's Communicopia and Technology Conference.
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You can check out some of Coppersmith's charts in our story on Seeking Alpha.
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That link will be at the top of show notes.
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That's all for today's Wall Street lunch.
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Look for links for stories in the show notes section.
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Don't forget, these episodes will be up with transcriptions at seeking alpha dot com slash WSP.
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And for a wealth of coverage on stocks and ETFs, go to seeking alpha dot com slash subscriptions.
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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.
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Hello, today is Sunday, September 6th, and I'm your host, Kim Kahn.
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This holiday shortened week brings make or break consumer price numbers for this month's Fed rate meeting.
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With the market closed Monday for Labor Day, the August CPI arrives Friday.
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Economists expect a zero point four percent rise in the headline number, keeping the annual rate at three point four percent.
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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.
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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.
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A hot inflation report could cement an FOMC rate hike later this month.
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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.
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Showing 381–400 of 3,234 · page 20 of 162
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