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.

Hi Kim, another week.

Yeah, another week, Julie.

I mean, this one has been action-packed

and it's a busier in some sense

and still on earnings front, but lighter on the economic front next week.

So without too many major economic indicators, we'll have the, you know, have the jobs report, report Fed decision everything that's gone on there's consumer sentiment but overall the main thing actually is we're gonna people are already zoning in on is the Fed speakers because they're you know off of the Black Oak period off the

leash so to speak and they're going to be out there trying to fine tune the message and it's

going to be interesting this time because I think, you know, I think many people think J Powell just had a really bad press conference and you know, he didn't get this point across to the market you know they you know they weren't buying what he was selling on you know increase no more than one extra rate hike coming up through this tightening cycle. They, you know, they push back on it,

stock store, bought and yields tumbled, you know, and he wasn't really able to get a control of the narrative.

And, you know, so any, you know, said some things that perplexed the market like you said, you know, that financial conditions are you know, tightened considerably and if you look at the Bloomberg Financial Conditions Index, it's actually kind of near where it was before the hiking cycle started.

So people were trying to explain like what did you mean by that?

And that's going to be interesting. There obviously nobody on the press conference had a follow up on that but they'll certainly be asking the Fed speakers and you know I mean what do you do you know if your boss was wrong do you kind of just come out and say it and maybe not you try and fine tune it they can say oh yeah I was talking short term he's talking real rates versus nominal rates he was you know had a, he was excluding the wealth effect, you could kind of try that, you know, or they could take a page out of, you know, in a previous administration's book and just say, oh, now, now we have alternative facts on the financial conditions.

Even if they were to come out and say, hey, he was wrong, really, what could he do?

Oh, you couldn't get rid of them, certainly, no, but then, I mean, you know, then, I don't know, you kind of like, you know then I don't know you kind of like you know get a kind of like you know

rebuke from the White House saying why you know the fed on message and kind of or at least pulling as a team for where they're going with this if you know I don't know that could be interesting. I you know in the old days, you know, they didn't have to deal with this so I kind of feel for J. Pal in a way I you know, Greenspan never had to do a press conference and explain his decisions and even if he did his kind of goal was to make central banking speak as incomprehensible and you know kind of incoherent as possible so that you know whatever kind of

nudge you want to give the market either way he could without you know actually having to

explain anything in plain English now that now you Now Jay Powell's got to get there,

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