Catalyst Watch: Cigna, Humana deal would face regulatory hurdles

Wall Street Breakfast - A podcast by Seeking Alpha

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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 reduxBroadcom Leveraging AI To Further Soften Its Cyclical Semiconductor ResetLululemon: Set To Outperform Yet Again In 2024TD Cowen says Cigna, Humana merger would face lengthy regulatory delay