logo
episode-header-image
Aug 2023
5m 33s

Office space meltdown

SEEKING ALPHA
About this episode
HSBC plans to move its global HQ to a smaller space as office real estate continues to struggle. (0:15) Nearly half of Americans would try weight loss pills. (2:52) Morgan Stanley shakes up its dividend stock poftfolio. (4:20)

Read a transcript of this episode at Seeking Alpha.

Show Notes
See the full Morgan Stanley Dividend Equity Portfolio
Jefferies: ‘We think that a recession is almost inevitable’
Tyson Foods misses estimates, forecasts weak margins for beef, chicken
Sage plummets 46% after FDA declines zuranolone in major depression
Campbell Soup to buy Sovos Brands in $2.7B all-cash deal
Pratt & Whitney engine recall said to affect airline schedules: WSJ


Wall Street Breakfast on Twitter
Up next
Yesterday
Copper retreats, crude oil gains
Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).Show NotesCopper retreats from record high, crude oil gains after EIA forecastU.S. stock ... Show More
6m 35s
Jul 8
Inflation expectations look anchored
New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)Show NotesGoldman, BofA up S&P targetsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here ... Show More
4m 50s
Jul 8
Samsung warns of 56% profit slide
Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)Episode tr ... Show More
4m 54s
Recommended Episodes
May 2024
Treasury yields weigh on Wall Street
The S&P 500 snaps a three-day streak in the green while the Nasdaq suffers its worst day in May with higher Treasury yields impacting Wall Street trade. Salesforce shares hit their worst level since 2008’s GFC as the company posts its first quarterly revenue miss in 18 years. CEO ... Show More
26m 36s
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
Oct 2020
Market Uncertainty, Surprising Earnings, and Thinking Bigger
The market reacts to news that President Trump has tested positive for COVID-19. The Labor Department reports slowing jobs growth. Bed Bath & Beyond soars on surprising earnings. Twilio hits a new high. Pepsi gets a boost from snacks. McCormick serves up strong earnings and a sto ... Show More
39m 10s
Sep 2023
The Office Space Depression
Office real estate appraisals are seeing haircuts worse than the depths of the great financial crisis.  (00:21) Ron Gross and Matt Argersinger discuss: - The Fed walking its talk and maintaining the expectation of another rate hike. - How office real estate is showing signs of tr ... Show More
41m 31s
Oct 2020
Bank profits in a recession
The market volatility of the past few months has been a boon for the trading divisions of many Wall Street banks, including Morgan Stanley. Laura Noonan, the FT’s US banking editor, explains how success in trading, and a focus on wealth management has positioned Morgan Stanley to ... Show More
18m 54s
Jun 2021
Morning After a Big Stock Market Rebound: Chair Powell Capitol Hill Testimony Preview, GameStop Surges, Bitcoin Slides Below $30K, EU Antitrust Probe Targets Google, Update on the White House's July 4
Carl Quintanilla, Jim Cramer and David Faber explored what's in store for the markets after Monday's big rally erased losses from Friday's sell-off. What should investors make of the rebound? Especially as Wall Street braces for Fed Chair Powell's Tuesday testimony on Capitol Hil ... Show More
43m 9s
May 2023
Apple's Approaching $3T
The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Sho ... Show More
39m 31s
May 2022
Bloomberg Wall Street Week: May 20th, 2022
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, Saira Malik, Nuveen CIO & Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income wrap up a turbulent week in the markets. Tom ... Show More
32m 24s
Jan 2024
Hayfin Expects Private-Debt M&A; BI on Ozempic Risks
Private-debt firms are set to consolidate as larger companies dominate deal flow, according to Marc Chowrimootoo, portfolio manager at Hayfin Capital Management. “We’re seeing a concentration within fewer hands,” Chowrimootoo tells Bloomberg News’ Lisa Lee and James Crombie and B ... Show More
33m 35s
May 2022
Bloomberg Wall Street Week: May 27th, 2022
One of the most iconic brands in financial television returns for today's issues and today's world. On this edition of Wall Street Week, Liz Ann Sonders, Charles Schwab Chief Investment Strategist & Ben Inker, GMO Co-Head of Asset Allocation wrap up a volatile week in the markets ... Show More
32m 22s