WSJ's Take On the Week8 Okt 2023

Big Banks, Big Yield and a Big Release for Taylor Swift

This week, we have banking and the recent rise in government bond yields in focus. Mary Daly, president of the San Francisco Federal Reserve, tells us that the run-up in bond yields means the need for another interest rate hike is “diminished.” But with the September jobs report showing job growth remaining stronger than expected, and the Fed seemingly committed to keep interest rates high, what could that mean for three of the biggest banks, JPMorgan Chase, Wells Fargo and Citigroup, who are set to report earnings this week? And what could it mean for how they handle our money? Then, we’re flying into Delta’s earnings report, also expected this week, with analyst Sheila Kahyaoglu, who covers the stock for the investment bank Jefferies. How is Delta navigating through the rough skies of high fuel and maintenance costs and the recent controversial changes to its Skymiles program, and what does that say about the state of travel and consumer spending? Plus, we’re looking ahead to this week’s release of the new Taylor Swift “Eras Tour” concert movie. The movie industry has problems. Could the record-breaking artist’s film – and a deal to distribute Beyonce’s Renaissance concert movie too – help solve them, and provide AMC shareholders with a blockbuster profit?

Further Reading

It’s a Good Time to Buy Bonds. Just Know What You’re Getting Into.

Fed Holds Rates Steady but Pencils In One More Hike This Year

Costlier Fuel and Labor Cut Into Corporate Profit

Taylor Swift Concert Film Brings ‘Eras Tour’ to Movie Theaters

Will Taylor Swift’s ‘Eras Tour’ Become the First $1 Billion Tour?

For more coverage of the markets and your investments, head to WSJ.com.

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