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.

Tim, next week is the beginning of the month, so it's obvious what we're talking about, right?

Yeah, that's right.

It's non-farm payroll's time again.

The September report happening because of the calendar, a little later in the month of October.

The consensus is currently for a rise of 163,000 in non-farm payrolls.

That would show a trend of a weakening labor market, which is something that the Fed wants to see.

But there's a lot of moving parts with this jobs report.

And right now, the jobless claims data we got we just got another one today the day we record this is staying stubbornly low

Around 200,000 for weekly initial claims but then there's a lot of things with strike actions and how that's affecting applications for jobless benefits and also affected the labor market at a whole, and that's about really captured in these numbers so there's a little

difficulty there and then from a Fed perspective you've also got kind of interesting one

where they're meeting on November 1st so we get this jobs report and then two days after the Fed decision there's another

jobs report which we've got to think that they know something about. So for an investor perspective,

even if you're focusing on this jobs report you want to get the full picture of what the Fed is seeing when they meet in November

So one of the companies that's reporting next week we have quite a few consumer brands of reporting next week.

Now when you think about constellation brands,

think Corona, Modello, and Kim Crawford wine brands,

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