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.

This is our weekly show all about the

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

managing editor at Seeking Alpha. Hi Kim, how are you today? I'm good, thanks.

I'm excited to be back and talk about what's coming up next week.

We've got busy calendars on the economy and a busy earnings calendar as well.

Looking at the economy we get the first measure of fourth quarter GDP coming. That's going to be particularly big. I mean, GDP is always big, but the narrative of the market is now turning to away from inflation as much as many people think it's coming off the boil based on the latest numbers. We'll actually get a few more next week with personal spending an income the PC deflator comes and that's the Fed's favorite inflation gauge but a lot of people seeing it as as giving the same indication of

PPI and CPI that we've seen lately that you know inflation is coming down that a lot of things that maybe were said to be transitory were actually transitory. So now it's a growth story and we're looking at know, industrial production was really weak.

We've had empire state manufacturing numbers, fully fed wasn't too great.

A lot of people saying we may already be in the recession in manufacturing.

So a lot of focus on the GDP. saying we may already be in the recession in manufacturing.

So a lot of focus on the GDP number.

It's expected consensus to come out

an annual rate of 2.8%.

Should still be relatively strong going into the new year and you know maybe call you know if it comes in a little

hotter it might you know sue some of those worries that the stock markets been having

Yeah, I was just I was just thinking about the past couple of weeks and how busy it has been with

C. P. P. P. P. P. P. P. P. P. P. P. P. P. P. P. P. P. P. P.

P. P. P. The. Then they're going to go silent next week.

Yes, I was just about to mention that the quiet period is starting soon.

Right, and you know, it's we've had a lot of hawkish commentary from the Fed this past week but it doesn't really been able to seem to dent in the idea that you know they're going to down shift to 25 basis points at their February meeting.

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