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.

So Kim, next week we have

CPI. Yeah, big inflation report as always, although there's going to be a

debate about what it means the markets and the Fed now that we're at this

terminal rate scenario that everybody seems to think that the Fed is done with its tightening cycle.

For the numbers the October CPI is expected to be up 0.1% on the month falling to a headline rate of 3.3% year over year and the core rate which excludes the food and energy

which is one we're closely looked at a little hotter up 0.3% with its year of year staying at 4.1%.

I think that it would take pretty substantial beat on the core, an upside surprise,

to shake the market's confidence and get things into a will they actually hike one last time in December debate but for now it should be kind of steady as she goes.

What the markets are going to be looking more at

is the kind of rate cut future

rather than the Fed's next meeting.

And we've seen a lot of action in that

in the swaps market and the Fed funds futures

about gaming when the Fed will first start to cut rates and to ease monetary conditions.

...