Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's

market-moving events, along with the weekend's top news and analysis.

Hello, today is Sunday February 8th, and I'm your host, Kim Kahn.

If you look to the stars this week, you'll see the rare convergence of jobs

and inflation. Due to the government shutdown, the delayed January jobs report is due Wednesday,

with the January CPI push to Friday. Last week's trifective jobs data indicated further labor

market weakness, with claims and layoffs up and openings down. But economists are still

expecting that non-farm payrolls rose

by around 70,000 last month, with the unemployment rate staying steady at 4.4%. For the CPI, both

headline and Quar, forecast to post the 0.3% monthly gain, with the annual rate about half

a percent above the Fed's 2% target. SA analyst Demertokic notes that importers rushed to beat the tariffs in 2025 and stuck

up on inventory before the holidays.

These inventories have been depleted.

Now retailers are restocking at higher prices that include tariffs.

Thus, we can now expect to start seeing the full effect of the tariffs, he added.

On the earnings front, another 78 S&P 500 company's

report, including three Dow Industrial components, Coca-Cola, McDonald's, and Cisco, the Dow top

50K for the first time last week. On Coca-Cola, seeking Alpha analyst Agar Capital, says the company

will continue to do what it has historically done, produce steady growth,

protect margins, and withstand a difficult macro environment. Also on the earnings calendar,

on Semiconductor and Lowe's report Monday, joining Coca-Cola on Tuesday are AstraZeneca,

Gilead, and Ford, along with Cisco and McDonald's T-Mobile US weighs in on Wednesday,

...