Kamal (Kim) Khan

Senior Executive Editor at Seeking Alpha

@WallStreetBreakfast @SeekingAlpha

Articles

S&P, Nasdaq, Dow futures pop on EU tariff extension (SPX:null)

1 week ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

vivalapenlerStock index futures pointed to a higher open on Wall Street when trading resumes on Tuesday. The stock and bond markets are closed for Monday for Memorial Day. Nasdaq futures (US100:IND) +1.4% led S&P futures (SPX
AI bubble fueled by zero rates faces inflation struggle ahead - Apollo (ARTY:NYSEARCA)

1 week ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

NikadaThe tech sector and AI trade are vulnerable to upward inflationary pressures, according to Apollo Global Chief Economist Torsten Stock. Slock notes that when "the Fed started raising interest rates in March 2022, the Magnificent 7 (AAPL) (
Obesity drug market forecast cut by Goldman Sachs (LLY:NYSE)

1 week ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

CR/iStock via Getty ImagesGoldman Sachs lowered its forecast for the total market for anti-obesity drugs through the end of the decade. Asad Haider, head of the healthcare business unit within Goldman Sachs Research, now forecasts the market for anti-obesity drugs, particularly those using injectable versions of
Time is right for this ultimate contrarian trade - BofA (US30Y:null)

1 week ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

May 25, 2025 11:49 AM ET, , , , , By: , SA News Editordesigner491The return of bond vigilantes could mean it's time to buy the long bond, according to BofA Securities.
S&P on its way to new highs with correction unlikely - J.P. Morgan

2 weeks ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

alexslThe broader market can set new highs with another correction unlikely near term, according to J.P. Morgan's trading desk. The S&P 500 (SP500) (NYSEARCA:SPY) (NYSEARCA:IVV) (NYSEARCA:VOO) "breached 5,900, a level thought to represent both
Where the housing shortages are (XLRE:NYSEARCA)

2 weeks ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

The housing market is in focus this week on both the earnings and economic calendars. Home Depot (HD) and Lowe's (LOW) will both report results, while new and existing home sales numbers are due.
We're seeing the fastest Fed-driven housing slowdown ever

2 weeks ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

The current U.S. housing slowdown is the fastest Federal Reserve-driven slowdown in history, according to Apollo Global Management. Chief Economist Torsten Slok looked at the change in existing one-family home sales during Fed tightening cycles plotted against months from the
Crypto is 'rat poison' - Kolanovic (BTC-USD:Cryptocurrency)

3 weeks ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

richard johnson/iStock via Getty ImagesFormer J.P. Morgan strategist Marko Kolanovic had strong words on Wednesday for those touting the global race for crypto supremacy as he continued to slam the assset class. In repsonse to a headline flash on X that said that quoted
Palantir chart showing 'classic double top' - BTIG

1 month ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

Palantir (NASDAQ:PLTR) and other momentum stocks could face a tougher-than-usual May after recent gains, according to BTIG Chief Market Technician Jonathan Krinsky. "One of the highest profile names at the intersection of retail and momentum is Palantir," Krinsky said. "It appears to
Oil sinks 4% after OPEC output increase (CL1:COM:Commodity)

1 month ago | seekingalpha.com | Kamal (Kim) Khan |Kim Khan

imaginimaCrude oil futures tumbled at the open Sunday after OPEC decided to boost output. WTI crde (CL1:COM) -3.8% and Brent (CO1:COM) -3.5% dropped more than 3%. Eight members of OPEC+ on Saturday announced a second straight monthly increase of 411K