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Slowing economy. Joining us for the hour, stephanie link great to have you. What do you make of this market right now . I have fatigue over trade i really do. Its impossible every day it changes. So im trying to ignore it and focus on fundamentals. Today i thought we got some good data on the economy. The philly fed better than expected vince were better than expected meaning he they went own maybe were bottoming. Lets see the flash pmis tomorrow existing home sales up 5 yearoveryear good consumer, lets talk retail earnings have been very good Minus Department stores and some one office. I thi...

Operation twist, where we just had a liquidity dynamics last time i was on we talked about Earnings Growth bottoming and reaccelerating of course the rate of change is what boosts the multiple so were this one of those periods where it should extend not just through end of the year, but into the beginning of next year as well. So if you think about when those rallies stalled out after qe2, that was the point where everyone realized all that liquidity didnt really boost earnings all that much and by then stock prices were ahead of fundamentals but between now and then, i think that the path of ...

Im Carl Quintanilla a busy morning well start with this report out of axios, a 2020 corporate hit list ranked by candidates mentioned on twitter tech heavily represented uber, twitter, alphabet making the top ten. Roger mcnamee is joining us along with casey newton. Good to see you guys roger, we talked about this list and it is probably only going to continue as we get further into the political season we mentioned where the banks are in all of this why is tech getting so much attention . You know, i think that it is very simple. Weve been in a really long bull market weve been in a period of...

Reductions in retail and wholesale trade. Most districts continue to report trouble finding advocates. They span most industries and skill levels wage pressure was strongest for low skilled position one provider of Business Security services in seattle reported labor costs are the highest in the companys history. And in chicago, there were multiple reports of Companies Big back retired workers to build a gap. Most districts supporteds moderately slower spending dallas did note stores near the Mexican Border continued to be challenged Consumer Spending was mixed with weakness in retail, and pri...

Charles the economy continues to be a lot stronger than the expert consensus. This morning gdup 2. 1 , beat consensus. Durable goods up. 6 a percent, beat consensus. Business investment crushed consensus. What does it mean for the markets . I would like to bring in fhn financial chief economist chris lowe and jack ablin of crescent wealth management. Let me start with you. Economic data continues for the most part coming in better than anticipated. It does the same experts. You are part of the expert pool. Say, of course it came in better. The gm strike is over. Of course it came in better but...