Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fed rate cuts. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Broadcom (AVGO) and Lululemon (LULU). (01:52) Finally, Kim gives analysis on a potential Cigna, Humana deal. (03:05) He also shares insight on the M&A landscape for 2024. (05:06)

Episode transcripts seekingalpha.com/wsb.

Show links:
Catalyst Watch: McDonald's event, Lululemon earnings and GameStop volatility redux
Broadcom Leveraging AI To Further Soften Its Cyclical Semiconductor Reset
Lululemon: Set To Outperform Yet Again In 2024
TD Cowen says Cigna, Humana merger would face lengthy regulatory delay

Broadcast on:

03 Dec 2023