Data has bottomed out. The data has been decelerating the past 18 months. That is coming to an end. Confidence is rebuilding. The data has been bottoming. All we are looking for markets to go higher is for the Global Economy to revive and trade issues to not get worse. If trade negotiations fall apart right now, and the tariffs go in, you cannot tell me that the data will not get worse. If you get a phase one deal, which is fine, or it falls apart, and we go into phase one tariffs, which is bad. Jonathan joining me around the table is matthew schumaker, kathy jones, and Matthew Hornbach. I have been fascinated this week. I cannot find any consensus this week as to what is driving the market. What is it . Kathy it seems like this resilience in the u. S. Economy, belief that the Global Economy is bottoming, maybe we get a trade deal a little skeptical on the deal thing those seem to be the drivers. Jonathan some people believe it is. Where is Matthew Hornbach on that argument . Matthew i
Trade issues. Data has bottomed out. The data has been decelerating the past 18 months. That is coming to an end. Confidence is rebuilding. The data has been bottoming. Forll we are looking markets to go hire is for the Global Economy to revive and trade issues to not get worse. If trade negotiations fall apart right now, and the tariffs go in, you cannot tell me that the data will not get worse. You either get a phase one deal, which is fine, or it falls apart, and we go into phase one tariffs, which is bad. Jonathan joining me around the table is matthew schumaker, kathy jones, and Matthew Hornbach. I cannot find any consensus this week as to what is driving the market. What is it . Kathy it seems like this resilience in the u. S. Economy, believe that the Global Economy is bottoming, maybe we get a trade deal a little skeptical on the deal they those seem to be the drivers. Jonathan some people believe it is. Where is Matthew Hornbach on that argument . Matthew in the United States,
As 2015 . Probably not. Numbers are going to be weak through the balance of the year. You may see some signs of bottoming out. If we see pmis in decline maybe there are some downsides. This will continue to decelerate into the First Quarter. Maybe we get good news from a trade deal out of china or out of brexit. Maybe that leads to a shortterm pop in yields. We should see growth improving by the First Quarter of next year. This could be the bottom. It might get better. Is colin joining me robertson, kathy, and jim kate in the blackrock. Kathy, have we seen the worst of it . Kathy it looks like the worst is over but it does not look like it gets much better for here from here. We are cheering on the fact that it is not continuing to decline at a fairly rapid rate. We get a trade deal, we have some lag from the easing from china and other Central Banks. Is over butrst certainly Going Forward it is not going to be strong. Jim the data is going to be mixed. There are components of the mark
Probably not. Numbers are going to be weak through the balance of the year. You are starting to see some signs of bottoming out. If we continue to see pmis decline maybe there is some , downside there. The data will continue to decelerate into the third quarter. Maybe we get some positive news out of brexit. Maybe that leads to a shortterm pop in yields. There is no way this thing is magically over. We should see growth improving by the Fourth Quarter of next year. This could be the bottom, so it may get better from here. Jonathan joining me around the table, colin robertson, kathy jones, and jim keenan. Kathy, lets begin with you. Have we seen the worst of it . Kathy it looks like maybe the worst is over, but does not look like it gets a whole lot better. We are cheering the fact it is not continuing to decline at a fairly rapid rate, and maybe we have seen the worst of it. Particularly, if we get a trade deal, we get a read the fed, from the easing from china, and other Central Banks
Probably not. Numbers are going to be weak through the balance of the year. You are starting to see some signs of bottoming out. Maybe there is some downside there. The data will continue to decelerate into the third quarter. First quarter. Maybe we get some positive news out of brexit. Maybe that leads to a shortterm pop in yields. We should see growth improving by the Fourth Quarter of next year. This could be the bottom, so it may get better from here. Jonathan joining me around the table, colin robertson, kathy jones, and jim keenan. Have we seen the worst of it . Kathy it looks like maybe the worst is over, but does not look like it gets a whole lot better. We are cheering the fact it is not continuing to decline at a fairly rapid rate, and maybe we have seen the worst of it. Particularly, if we get a trade deal, we get a read the fed, from the easing from china, and other Central Banks. Maybe the worst is over but certainly Going Forward will not be strong. Jonathan jim . Jim the