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There are honest differences of opinion and how vulnerable the u. S. Economy is. On one hand, certain parts of growth, especially domestically, that are holding up. You can make the argument that the fed should not do anything. On the other hand, you have trade war, geopolitical risks. Manufacturing is slowing down. Capex spending is going down. You will find more and more divisions in the committee. They want to see more cuts by the fed. Jonathan joining me here in new york city, priya misra, diana amoa, and krishna memani. Lets begin with you, priya, your thoughts on the potential of another...

You cant trade this stuff right now. Fundamentally, i dont think it centers a whole lot around he policy war. You almost have to ignore it and keep investing the way you would. We are focused on the fed, we are focused on the underlying fundamentals. For me, trade is the big thing. Tariffs. The trade deal with china, the negative Interest Rates affecting the markets. What the market is focusing on still, they would like to see some sort of resolution on trade. That will be important. Jonathan joining me around the table in new york city is george rusnak, Michael Collins, plus Luke Hickmore. Lu...

Every few times we make some progress and roll it back. It is becoming exhausting. Late february this year, trump did not meet with chinese february, officials and there were press conferences afterwards, and they agreed to have the chinese by a little bit buy a little bit more soybeans. Two days later, trump declared a truce. That never really led to anything. We have been wrong optimistically the entire time. They have had a couple of years to try to come to compromise. What we are talking about now is right where we started 18 months ago or so. Good, a detente but until i see a rollback of ...

George bory, mike purves, and andy charlton. The first question to you, george. Same issues, same people, same countries. Do we get a different outcome . George in terms of trade, i dont think so. Trade is in a perpetual state of negotiations and we expect that to continue. We are not expecting a major breakthrough anytime soon. In the financial markets, things seem to be changing a little bit, yields moving up and the yield curve steepening are actually a material change. It seems like the fed, the feds rhetoric, the feds action is starting to meaningfully impact the technicals in the market....

As far as to dissent. There is a little bit of a split in the dots. There are honest differences of opinion in how vulnerable the u. S. Economy is. On one hand, certain parts of growth, especially domestically, that are holding up. You can make the argument that the fed should not do anything. On the other hand, you have the trade war, geopolitical risks. Manufacturing is slowing down. Capex spending lower. You will find more and more divisions in the committee. They want to see more cuts by the fed. Jonathan joining me here in new york city, priya misra of tb securities. Diana amoa, and krish...