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I would not be focused on that in our investing activity. You cant trade this stuff right now. Fundamentally, i dont think it alters a whole lot around the policy or broader economics. 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. We really are focused on trade. 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 is going to be importan...

Seeing the dynamics shifting. What you are seeing is a pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak here. Our code the fear trade a peaking. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story. If you want the bull market to die, show me the recession. Until you can produce it, you have got ...

Split in the dots. Differenceshonest of opinion and how vulnerable the u. S. Economy is. Parts of hand, certain 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. Capex spending is going down. You will find more and more divisions in the committee. Joining me here in new york city, priya misra, diana amoa, and krishna memani. Priya,egin with you, your thoughts on the potential of another rate cut before years end . Priya we are looking for another rate cut in october. In...

We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. Sentiment is bearish. Maybe we are coming out of it. I think the fed needs to confirm that but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings, we get a reevaluation story. If you want the bull market to die, show me the recession. Until you can produce it, you have got to take the over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan...

Fears about a u. S. Recession are not showing in this report. Very hard to get a recession in the next 12 months. Higher wages. The labor market is holding in. We were worried about manufacturing and we saw the numbers are hanging fine. The jury is out in the manufacturing sector. Maybe there are some budding signs of some weakness in the employment sector at the fringes. The question is where it goes from here. Jonathan joining me around the table, my guest. If the payroll report doesnt change what you sour carless of what you thought going into the payrolls report, not a game changer, is it ...