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Well, my view is that were coming into this election and were expecting uncertainty. Youre seeing Institutional Investors hedge against a longer period of volatility following this election. Theres clearly an expectation that perhaps tomorrow night we will not have a decision on who is going to be the president of the United States. With that being said, i think, you know, if you look at positioning into the next six to eight weeks, i think its going to be consistent with what were expecting for next year, which is an improvement in economic growth, perhaps an end or an improvement to the covi...

Throughout this conversation, you have been talking a little bit about the housing market. It was interesting that the university of Michigan Survey actually now says that about 64 of people think it is a good time to buy a home. Fannie mae came out with a survey today. They are showing a nine point increase, to now 76. 5 of the survey respondents would like to buy a home, that now is a good time. A lot of that in part is due to valuations. Then the low mortgage rates, as you assume lower for longer thanks in part to the fed. Very curious as we sort of touch on equities and go into real estate...

It started out boring earlier this morning. It is not boring anymore. John will do jon will do a data check. 0. 5 inaq 100 up a good the last 30, 40 minutes. I am going to say that the chancellor of the exchequer, or the egg shells, whatever it is, giving a speech in the United Kingdom really talks about the stimulus to come. That has been the underpinning to a good feeling about this market. Jonathan this is smart policy we are seeing from the u. K. , and it lays down a market for fiscal authorities elsewhere as well. Lets start with the labor market and with the chancellor is doing today. Th...

Something a little askew with the data. Consumer confidence coming in a little shy of expectations at 86. 6, down from 86. 9 in april, and a little lower than economists were looking for at 87. We will get to that data and what it all means for the economy. This is all still coronavirus data, and how much you can read into it is still in question. The first trading day in the united states, the s p up 1. 8 . Doing and leisure stocks well. The dollar index just a little like today a little light today. Crudee strong dollar, and oil is up 3 . Matt i almost want to ask how many years it took you ...

Downing street. Lawrence the cat, move over. Francine just an hour ago, the Prime Minister Boris Johnson announced the healthy arrival of a brandnew baby boy. Baby johnson was delivered safely this morning. We do not have a name or photo, but there is a lot of messages of joy from people across the world because Boris Johnson is or g20y leader of the g7 to catch coronavirus quite badly, needing almost four days in intensive care just two or three weeks ago. Tom i have been watching the glideh give us the path. Give us the update on milan. His the virus done in italy is the virus done in italy ...