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What you are seeing is the pricing out of recession risk. We dont see recession coming right away. Maybe august was that peak fear. Chomped a lot of wood in august, sentiment horrible. Sentiment is incredibly 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 valuation story in equities. That is the pain trade. If you want the bull market to die, show me a recession. Until you can produce it, you have to take me over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan another big week for treasury yields. Joining me around the table, kathy jones of charles schwab, brian rehling. What if things are better than we thought . Are we finding out they are ok . Kathy i think we are ok. The big question two weeks ago is ....
Right away. Maybe august was that peak fear. The fear trade peaking. Chomped a lot of wood in august, sentiment horrible. Investor sentiment is incredibly 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 here, we get a revaluation story in equities. I think that is the next trade up, and that is the pain trade. If you want the bull market to die, show me a recession. Until you can produce it, you have to take me over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan another big week for treasury yields, too. Joining me around the table, kathy jones of charles schwab, Brian Rehling of wells fargo. Kathy, Morgan St ....
Michigans contom mated water supply. As always well take your calls and you can join the conversation on facebook and twitter as well. Washington journal is next. Host good morning on monday, september 16. Well begin this morning with calls from some democrats to Impeach Supreme CourtJustice Brett kavanaugh after the New York Times over the weekend corroborated, they say, previous allegations of Sexual Misconduct and revealed new allegations. Those allegations raising questions about whether Justice Cavanaugh perjured himself during the confirmation hearings last year. Democrats, 2027488000, publicans 2027488001 and independents, 202748800 it 2 2788003 or go to twitter and post comments on facebook ....
Lemonis if i cant force her to accept the truth, warts and all, this companys gonna go right down the drain. Max i feel like we deserve more because were worth more. Lemonis you need to cut the. My name is marcus lemonis. And i risk my own money to save struggling businesses. Were not gonna wake up every morning wondering if we have a job. Were gonna wake up every morning wondering how many jobs we have to do. Its not always pretty. Everythings gonna change. Everything. But i do it to save jobs, and i do it to make money. This. Lets go to work. Is the profit. In 2008, california native max kater founded murchisonhume, a maker of nontoxic cleaning products. Max this is an allpurpose plantbased cleaner. Lemonis a former fashion editor, max was living in australia when her son became allergic to ordinary cleaning products. Max i just needed something that i could clean the house with that looked good, that smelled great, that i could trust. Lemonis she saw the need for products without ha ....
Kathy my hope for you is throw away the facade. Lemonis if i cant force her to accept the truth, warts and all, this companys gonna go right down the drain. Max i feel like we deserve more because were worth more. Lemonis you need to cut the. My name is marcus lemonis. And i risk my own money to save struggling businesses. Were not gonna wake up every morning wondering if we have a job. Were gonna wake up every morning wondering how many jobs we have to do. Its not always pretty. Everythings gonna change. Everything. But i do it to save jobs, and i do it to make money. This. Lets go to work. Is the profit. In 2008, california native max kater founded murchisonhume, a maker of nontoxic cleaning products. Max this is an allpurpose plantbased cleaner. Lemonis a former fashion editor, max was living in australia when her son became allergic to ordinary cleaning products. Max i just needed something that i could clean the house with that looked good, that smelled great, that i could trust. ....