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 December 1st, and I'm your host Kim Khan.

The labor market comes back to the forefront this week,

with the November jobs report due on Friday. Last week's sticky inflation data bolstered the chances

of a December Fed rate cut, but a weak payroll's figure could slash those expectations again.

Economists expect that the economy added 200,000 jobs last month, with the unemployment rate

ticking up to 4.2%

and average hourly earnings up 0.3%.

Wells Fargo economists say, through the monthly swings of non-form payrolls, we expect the November

employment report to reiterate that while the labor market remains solid in an absolute sense,

the softening trend in employment conditions is yet to cease.

The markets are currently pricing in a 66% chance of the Fed cutting by 25 basis points

when it meets in a couple of weeks. But those odds could be back on a knife edge with a significant

payrolls miss, or one of just 50k if previous months were revised downward.

But in the earnings parade, which is down to very few marchers right now,

it's Salesforce on Tuesday.

EPS consensus is for 245 and revenue of $9.35 billion.

Deutsche Bank says analysts will be looking for updates

on how the company's new agent force and Agent Builder offerings are performing.

Their analysts expect Salesforce's total and subscription revenue to come in modestly above expectations due to broadly stable demand environment.

But they don't anticipate Salesforce providing an early fiscal 2026 outlook during the call.

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