The Wall Street Skinny

184. Quarterly Earnings: OUT?! Plus Trump's H1-B Shock, and Should We Ditch the Fed Funds Rate?

Kristen and Jen

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This week on The Skinny on Wall Street, Kristin and Jen tackle three headlines where markets and policy collide. First up: Trump’s call to shift public companies from quarterly to semi-annual earnings reporting. We lay out the real trade-offs—less bureaucracy and “short-termism” pressure for management vs. reduced transparency, potential for more volatility, and what this could mean for big-cap names vs. smaller issuers.

Next, we unpack Trump’s proposed H-1B changes, a steep annual sponsorship fee that could reshape hiring in finance, tech, medicine, and research. We talk through how global banks might reroute talent via L-1 transfers, who really feels the pinch (startups, hospitals, universities), whether this raises wages or just pushes more roles offshore, and what it means for students eyeing Wall Street.

Finally, Jen explains why some Fed voices want to de-emphasize the Fed funds rate in favor of repo/GC/SOFR, the rates tied to real collateralized cash flows that transmit policy into markets every day. Plus: don’t miss our free live Fixed Income, Sales & Trading + Markets Masterclass on Tuesday, September 30 at 12:00 PM ET—with live Q&A, special announcements, a giveaway for live attendees, and a 48-hour replay. Grab your spot HERE

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