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This is bloomberg surveillance with Jonathan Ferro Annmarie Hordern and lisa abramowitz. Jonathan this is your equity market at alltime highs coming in on thursday and the nasdaq closing at record highs. Lisa fueled by what . The market could hang in there because rates were rising for the right reason and now rates are going to go lower because were in the goldilocks sweet spot. We are dancing at the head of the pen with the idea of strength versus weakness. Jonathan 8 30 we get job less claims. Right now for walmart. The stock is up 2 premarket. Lisa they gain market share there. The idea that the beat across the board, how much is this about consumers feeling stronger and how much is walmart consolidating market share . Sams club 4. 4 versus 4. 3 . Jonathan if its good for walmart is a good for the economy . This is the commentary from the cfo. We are seeing customers historically thought for file you and now its value, quality and convenience. Lisa they are looking for a better pri

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