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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 ...

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...

Good wednesday morning welcome to squawk alley. Im Carl Quintanilla the dow is up 61 were going to start with apple again today after that big pivot to services kicking off yesterdays event at apple the arcade, of course, the streaming service, apple tv plus being priced at 4. 99 a month. Julia boorstin joins us with what this means for the likes of netflix, of hulu. The big question is whether apple tv plus costing 5 a month for nine shows at launch will get consumers to drop rival services or having a lower price point consumers will feel not they dont have to choice and will tack on another...

We dont see recession coming right away. Maybe august was that peak here. Chomped a lot of wood in august, sentiment horrible. 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 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 another big week for treasury yields. Is kathy jones and brian rehling. Morgan sta...

Directors, government representatives and International Technology companies to talk about what state and local governments need to improve their systems. if you could silence your cell phones electronics i would appreciate it. Im going to take the role now. Vice chair ben hovland. Commissioner thomas hicks. We have a quorum of the commission. Good afternoon. Thank you for joining us today at the u. S. Election system to examine the security challenge Election Security faces ahead of the 2020th president ial election. This vital conversational providers with a better understanding of ways the ...