Oil, 41. 40 we talked for a long time about mike pences hawkish speech on china from a year or two ago but pompeo yesterday oneupped that and this consulate news from china is weighing on sentiment too. Yeah, he upped the ante jim did focus us at the time on Vice President pences speech because it was quite truck lant would be a word to describe it at the time but it continues to go up in terms of the tensions, carl weve talked about it pretty much every day, whether its a backandforth over huawei, whether it has to do with conversations about closing down the app tiktok in the United States, whether it is the closing of consulates here and the response from the chinese. This is not going in a direction that many, who at least are invested in the idea of global trade, certainly, mike, would wanting to see. For sure. On the one hand the market is not necessarily overly focused to this point on these relationships and not really counting on anything to come out of it. Its not quite like
We begin with kevin. Hi, kevin. Always good to be with you. We have some of our staffers on the south line awaiting departure. This is also a chance for the president not just to talk about 2020 and look ahead, but also to look back. Hes going to talk about illegal immigration. Want to talk about a big crowd . Yes, weve seen rallies before. This is one of those circumstances remember when people said in 2016, neil, the crowds dont matter . Maybe, maybe not. I can tell you this. This would seem to portend a great deet of enthusiasm. The president feels that way. Theres a number of issues that he will tackle. He talks about why he wants to run and why he thinks things are going great. In particular, im going to drill down on a couple. Hes certainly expected to talk about illegal immigration. We certainly expect to talk at least about iran what is happening overseas is crucial. Not just from a business perspective and a transport perspective but Real National Security Issues that affect y