Kim Kahn
speaker
3,298 appearances
103 recordings
1 series
first heard Nov 2025
last heard 3d ago
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 — 103 in all, peaking in Aug 2026 with 23.
Appearances
Seeking off analyst Geneva Investor says the two men want opposite things in the long end.
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Besson wants a ten year and thirty year lower, and has said so repeatedly, they said.
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Warsh wants a smaller Fed footprint concentrated on the front end of the yield curve, which mechanically raises the long end.
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Bessant wants a large FEMA facility which expands the balance sheet.
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Warsh wants the six point seven trillion dollar balance sheet to come down.
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Siggy off analyst Dummer Tokic said Warsh will be under the spotlight to address the current bond market sell-off, and he will restate the real rates are rising while inflation expectations remain anchored, so that will be a dovish message.
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However, with this dovish message, the nominal long term rates will continue to rise, steepening the yield curve, he added.
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In the news this weekend, Canadian Prime Minister Mark Carney said the country will impose retaliatory tariffs on a wide range of US imports starting september eighth in response to the Trump administration's new fifty percent tariffs on Canadian goods.
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His remarks came after weeks of trade negotiations between the two sides collapsed late Friday.
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The new US tariffs, which could impact roughly twenty billion dollars worth of Canadian exports, took effect immediately.
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Meanwhile, President Trump posted on Truth Social that Canada has charged our great farmers for many years massive amounts of tariffs.
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He added that Canada wants the benefits of being a state without being one.
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And for income investors, three M goes X dividend Monday paying out on September eleventh, Hyatt goes ex dividend Thursday with a september tenth payout date.
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T Mobile and eBay go X dividend Friday, T Mobile pays out on September tenth, and eBay on September eleventh.
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That's all for today's Wall Street brunch.
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Look for links to stories in the show notes section.
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Don't forget, these episodes will be up with transcriptions at seekingalpha.com slash WSB.
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And join the elite community of real investors to unearth great investing ideas.
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Just head to seeking alpha.com slash subscriptions.
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Welcome to Seeking Alpha's Wall Street Lunch, our afternoon update on today's market action, news, and analysis.
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