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Government spending data, quite strong. There is some upside risks to the economy. The consumer and the labor market side of things is looking good but manufacturing is under pressure. There is clearly a pretty significant dislocation between the industrial economy and consumer economy. It is the composition of the data that is worrying the fed. There are pockets of weakness. We do see a further deceleration in the u. S. Economy going forward. Ultimately, we are moving back toward a lousy trend. Jonathan joining me around the table to discuss is marilyn watson, bob michele of jpmorgan, and geo...

Doing. The one thing that has not rallied in this everything rally are long dated bond prices. Investors have been positioning for continued divergence in that correlation. We have had some better data recently. Inflation data did see a reversal of some of the weakness. A pretty positive environment for yields. We have seen an astronomical amount of data in this year. It is not in short dated treasuries, it is an longer dated. One of the most crowded markets is duration. You may be better off at the short end of the curve. If you get yields higher and equities higher, that is the pain trade. J...

Overall gdp number. Headline gdp growth is in line with what everyone expected. Wage growth, Income Growth has been relatively strong. Government spending data, quite strong. There is some upside risk to the economy. The consumer and the labor market side of things is looking quite good, but manufacturing is under pressure. There is clearly a pretty significant dislocation between the industrial economy and consumer economy. It is the composition of the data here that is worrying the fed. There are pockets of weakness. Potential u. S. Gdp is less than 2 . We do see a further deceleration in th...

Doing. The one thing that has not rallied in this everything rally are long dated bond prices. Investors have been positioning for continued divergence in that correlation. We have had some better data recently. Inflation data did see a reversal of some of the weakness. A pretty positive environment for yields. We have seen an astronomical amount of money pouring in, and it is not in short dated treasuries, it is an longer dated. One of the most crowded markets is duration. You may be better off at the short end of the curve. If you get yields higher and equities higher, that is the pain trade...

Market. We begin with the big issue, a solid job report clouding the feds next move. Looks like rate cuts are off the table. It is hard for them to say, we are still going to cut. When i look at these numbers i keep going, why, why cant we wait . Maybe the trade war is not weighing on the outlook as much as we feared. I think you will have to reprice to a certain degree less than three cuts. The good jobs data report pulls people back wondering what the fed will do. The fed is in preemptive mode. Does the fed to get in front of the eightball or behind the eight ball . It comes down to the disc...