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The last week or two. Lets talk about what minneapolis fed president Neel Kashkari has been saying because he was speaking at the Wharton School of business kashkari saying if the economy is stronger than we realized on the margin, then that tells me rates would have to go a little bit heiigher and held higher to cool things off. We will talk to him about that directly he will join us live in the 8 00 hour he sounded more hawkish. He is sounding hawkish, but maybe we got to be hawkish given how strong things seem how they seem who knows . And Jpmorgan Chase ceo speaking to cnbc in india overni...

The russell 2000 down 11 with the small caps since the watermark on july 31st. It has people wondering with the small caps and industrials down, is that a worse sign to come . Germany is in recession. China is slow there. Maybe we shouldnt be surprised. The fascinating thing is people are writing articles that we could be in the First Quarter of the slowdown. Not negative, but a slowdown. It would be one of the things where it happened gradually and all at once. The indicators are not saying that. Correct. We are hearing more and more people and it is depressing with the former fed guys, the s...

Month for the markets, s p is fractionally higher by four and nasdaq is up by 12. These are small gains for the two embassies. We were mostly higher earlier and kind of hire now but these numbers are not accelerating by any means. What is accelerating his United Auto Workers strike. We had latest headlines from the picket line which is leaving little hope for the end of the strike anytime soon. Ford is saying despite progress there is significant gaps to close on key issues before labor agreements can be reached. Meanwhile the uaw expanded strikes against gm and stellantis to 38 different Part...

Is waiting to see, even when you look at the market it looks like the 10year is sitting above 4. 3 the 2year well above 5 then youve got crude oil prices that are creeping closer and closer to 100 actually this morning theyre off by 1 , back to 22. It was around 93 yesterday. A lot of concerns over at Goldman Sachs. Theyre suggesting they they 12 months from now the price will be 100 for a barrel of wti. Weve been talking about this it would filter through, but the you know, it depends on how you believe. Theres two sides to everything, it seems like. I could debate either side it does hurt de...

Nasdaq up by 10 points. Halfway through the trading month of september, the dow is down by. 3 for the month to date. The s p 500 down by 1. 3 and the nasdaq down by 2. 3 . And treasury yields are pretty important because you do have a fed meeting this week. Right now the ten year is sitting right at 4. 34 . The 2year just above 5 and we will see what the rest of the week brings. Talking about what the rest of the week brings, here it is. Squawk planner for the week. The fed is the big story. Kicking off a twoday meeting starting tomorrow followed by a News Conference which will happen by jay p...