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 Khan.

He's the senior executive editor at Seeking Alpha

and the host of our new afternoon show,

Wall Street Lunch.

Kim, this week, we have jobs again, right?

Yeah, it just keeps rolling around and remains ever important,

especially as the markets kind of gauge what happens with the Fed. There's a new narrative on the Fed, of course, it's not tightening, it's loosening.

But for the jobs numbers, the economists are looking for a rise about 175,000 on non-farm payrolls.

That's a little potter than we saw last month,

but still consistent with a job market.

That is loosening, and which is what the Fed wants to see.

So how do these numbers play into fed rate cuts? I mean I look at it and I'm thinking it's never going to happen but you know what I think I'm just a

pessimist yeah well we certainly on the pessimistic side of that trade

Julie because that has been the narrative all week is you know forget about

tightening when is the Fed to cut and people are saying now as soon as March we've got 50-50 chance in the Fed funds mutuals market pricing that in.

A lot of that's been on the back of dovish comments from Fed speakers especially

Christopher Waller who is a hawkish voting member of the FOMC he's saying that

you know tightening has had done its job.

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