Kim Kahn
speaker
3,036 appearances
92 recordings
1 series
first heard Nov 2025
last heard 5d 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 — 92 in all, peaking in Aug 2026 with 23.
Appearances
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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Friday's better than expected rise in payrolls, put hike odds now at sixty percent.
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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.
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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.
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On the earnings front, Oracle will give the market another glimpse of hyperscaler revenue versus CapEx when it reports Thursday.
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Showing 161–180 of 3,036 · page 9 of 152
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