Welcome to See King 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. This is our weekly show all about the

catalyst for the upcoming week. I'm joined by Kim Khan. He's the senior

managing editor at Seeking Alpha. Kim next week is obviously Fed Week. Yeah it's the big week and it could it be the final big Fed week and that is the question on everybody's minds given that they are almost certain that the Fed is going to raise rates by 25 basis points next week.

The Fed Funds futures are pricing in a 98% chance of that doesn't get really more certain as far as the market is concerned. And then overall they think they're kind of done for the year.

There is still like a decent size but not majority chance that they could push rates up again. But overall people don't see rates moving until next

to March when they expect the Fed will finally lower rates from where it'll be what they expect

after next week.

And we've had a lot of mixed data on that front,

but don't think it would be enough to change the Fed's mind.

There's industrial production that came in a week

that could forecast a possible recession, but there's also a strong jobs market data with

jobless claims coming in today as we're recording. So it seems like it's just going to be a straightforward

meeting, which is good.

We know next week, of course, so many companies are reporting yet again.

We talked about the fact that there were a lot of companies reporting last week, but even more

this week, I want to say three times as many.

So more heavy hitters, Microsoft, Alphabet, Verizon, Meta platforms, Coca-Cola,

not to mention Amazon. So let's touch on a few of these. Tell me, what do you, what do you see for Microsoft?

Well, Microsoft is all about the cloud and so I ask our editors again for the one thing

to look at, and Azure is the all important metric for Microsoft,

how cloud spending is going and the growth rate for that.

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