Kim Kahn
speaker
3,334 appearances
104 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 — 104 in all, peaking in Aug 2026 with 23.
Appearances
Also at the same time, we get initial jobless claims.
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That's all for today's Wall Street breakfast.
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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 seekingalpha.com slash WSV.
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And for a full suite of news, analysis, ratings, and data on stocks and ETFs, go to seeking alpha dot 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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Good afternoon,
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today is Wednesday, August 12th, and I'm your host, Kim Kahn.
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Our top story so far.
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July's retail inflation numbers arrived right in line with expectations, cooling slightly but still well above the Federal Reserve's 2% target.
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The CPI rose 0.1% on the month and 3.4% annually, slowing from June's 3.5% and in line with the consensus.
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The index for shelter rose zero point one percent, making up about two thirds of the monthly headline increase.
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Core CPI rose zero point two percent in July month on month, matching the consensus and up from a flat reading in June.
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That translates to two point five percent annually.
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Strategist Charlie Biello noted that this is the 65th month in a row that headline CPI has been above 2%.
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After the print, odds of a hike in the September FOMC meeting dipped to 43% for 48%.
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with a lack of forward guidance under the new Fed regime leaving traders hedging likely outcomes.
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Janne's strategist Git Labas says we're now in a no cut, no hike economy, but it would be good for markets for Fed Chairman Kevin Warsh to come out and say so.
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Among active stocks, Core Weave is up more than fifteen percent after the AI infrastructure solutions provider raised its twenty twenty six revenue and adjusted operating income outlook.
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The company now expects revenue between twelve point four and thirteen point two billion dollars, up from its prior forecast of twelve to thirteen billion.
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Showing 1121–1140 of 3,334 · page 57 of 167
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