Retail earnings put consumers in the spotlight
Summary
Host Kim Khan previews key retail earnings from Home Depot, Target, and Walmart, highlighting concerns over consumer spending and tariff impacts. The episode covers Fed meeting minutes, Anthropic’s projected IPO valuation, and Jane Street’s recent $15 billion loss. It also notes upcoming ex-dividend dates for ConocoPhillips, Chevron, Applied Materials, and Microsoft.
Topics discussed
Introduction to Wall Street Brunch
Home Depot and Target earnings preview
Walmart earnings and analyst expectations
Rest of the earnings calendar
Fed minutes and rate outlook
Anthropic revenue forecast and IPO
Jane Street investment loss
Upcoming ex-dividend dates
Closing remarks and resources
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