Catalyst Watch: Cigna, Humana deal would face regulatory hurdles

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