logo
episode-header-image
May 2023
6m 50s

Debt Deal Heads To Vote

SEEKING ALPHA
About this episode
The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the tail risk of default almost gone and Salesforce (CRM) is expected to join the AI bandwagon as it reports results this week.

Our links:

Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

Show links:
Debt ceiling deal: What's in the bill as the fight moves to Congress
Nasdaq leads S&P and Dow futures, yields slip after debt limit agreement
Salesforce likely to show 'increased deal stability' in Q1, Wedbush says
Up next
Today
After Dow's record close, stock futures lower
Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).Episode transcripts: seekingalpha.com/wsbShow links: Powell In Jackson Hole, A Little Too Late - Danielle DiMartino BoothHome sales falling ... Show More
4m 31s
Yesterday
It's Nvidia earnings time
The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)Show Notes Earnings CalendarDividend RoundupEpisode transcripts seekingal ... Show More
5m 7s
Aug 22
Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments
Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).Episode transcripts: seekingalpha.com/wsbShow links: Dow surges to record high as Wall Stree ... Show More
11m 34s
Recommended Episodes
Jun 2023
Oops - that wasn’t supposed to happen post-debt ceiling.
Link to slide deck: https://bit.ly/3qfu4gO   - Today we discuss the market action yesterday possibly suggesting a "buy the fact" moment for risk appetite on the debt ceiling lifting after the US Senate signed on to the deal yesterday. This, after many, ourselves included, have fr ... Show More
24m 9s
Oct 2021
Digital World Ascends to Greater Heights While Valkyrie Bitcoin ETF Drowns
DB-Oct22,2021: Former President Donald Trump’s new social media company is skyrocketing on Wall Street, sparking speculation about whether this is the next meme stock. Meanwhile, current U.S. President Joe Biden backs away from hiking corporate taxes to fund his infrastructure an ... Show More
34m 28s
Dec 2021
The bull has room to run - Ryan Detrick joins Alpha Trader
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Ryan Detrick, chief market strategist for LPL Financial. Among the topics covered: Speaking ahead of the results of this week’s FOMC meeting and after a couple of very speedy inflation pri ... Show More
25m 38s
Oct 2021
Earnings, Acquisitions, and Supply Chains--Where Are the Buy Signals?
DB-Oct21,2021: Tesla stock jumped midday after reporting better-than-expected Q3 earnings, a particularly commendable feat given the major supply chain issues plaguing several industries, while the Russell 2000 fell today in intraday trading. Notably, PayPal is shaking up the equ ... Show More
34m 1s
Jun 2024
Mid-Year Market Update: Are Things As Good As They Seem?
We’re halfway through the year, and it’s time to take stock. The AI narrative continues to power the equity bull market. Central banks have started to cut interest rates. And the US Presidential election looms large. We debate if things are as good as they look and what risks lie ... Show More
39m 1s
Mar 2024
I’d Rather Be A Bull: A Conversation with David Rosenberg
On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ... Show More
50m 2s
May 2023
MM113: Nvidia's blowout earnings & is the bear market rally about to end?
Welcome back to the Friday podcast where I'm joined by AmplifyME co-founder Piers Curran to talk all things global markets. Three hot topics up for discussion this week: 1) Nvidia's earnings, which resulted in their shares skyrocketing 25% to become the fourth largest company in ... Show More
38m 47s
Mar 2023
TikTok Under Fire
The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. (0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand ... Show More
39m 21s
May 2023
Michael Zezas: Debt Ceiling Uncertainty and Financial Markets
With the debt ceiling debate seemingly making little headway, it may be critical for investors to track market developments in the near future. ----- Transcript ----- Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income and Thematic Research for Morga ... Show More
2m 39s