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.

Kim, next week we have retail sales.

Yeah, we've moved past our Fed-specific data points.

We've got the jobs report and the CPI report in the bag.

So now we can look a little more granularly on what the data the

report in the bag. So now we can look a little more granularly on what the data it means for the

economy and the health of the economy overall. So you're looking at through a bit of different

lens not just like will this spook the Fed into keeping rates higher or will this suddenly give the Fed a reason to cut sooner than expected?

You're going to look at it as just how is the American economy humming along and it's going to be like just kind of now is what's considered the start of the holiday shopping period.

I've noticed that as I know everybody is already saying that Christmas shopping and holiday shopping start in October now.

People are saying they are starting to gear up for deals in September.

So September should give us our first inkling of how the consumer is holding up.

And that's a really important part of the soft landing

equation if there isn't a complete you know shutting up of wallets for the holiday

the season because of the cost of living going up then that's a better chance for the economy to kind of like ride out

...