Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.

Thanks for joining us today. I'm Julie Morgan, host of Wall Street Breakfast, Seeking Alpha's Daily flagship podcast.

This is our weekly show all about the catalyst for the upcoming week.

I'm joined by Kim Kahn.

He's the senior managing news editor at Seeking Alpha.

Kim, I gotta say, welcome back.

Thanks, it's good to be back,

missed a catalyst to watch.

And we've got an exciting week coming up.

With the economic front coming into the home stretch before the next

Fed meeting. We've got a lot of Fed speakers, but you know we've got to talk about how the landscape has changed

since the last the last Fed meeting and you know you've got like you know this like you

you know red-hot jobs number hotter than expected.

so next week you're going to get durable goods.

That's going to be really interesting to see

if it's going to show some resilience and but maybe more importantly

two measures of manufacturing you got ISM and Chicago PMI and the reason that's going to be interesting, especially for the bond market is because hotter than expected PMI readings across Europe have pushed global sovereign yields up quite a bit.

Treasury's have followed, and that's put a lot of pressure on some of the higher

multiple stocks.

So, you know, we've had this thing, we've had a still a hugely inverted yield curve but rates creeping back up again and now the 10 years right about it's some it's December highs and so we can see like you know there should be some consolidation now but if you see some hot manufacturing numbers then watch that you can see

further increase in yields and on the earnings front we have Kevin Curran again.

How are you today, Kevin?

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