Exceptional move. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Qe,ts about potential potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around the table is george rusnak, oksana aronov, and gershon distenfeld. Oksana, lets begin with you. Remember the payrolls report . Oksana vaguely. Jonathan how long has this week been . Oksana one of the longest but also one of the most exciting. If you were coming into this with a lot of dry powder, as we are, this is like christmas morning, although we are just getting warmed up. We have been getting a lot of questions about, is this the time to at risk. Im sure well talk more about this. In terms of the jobs report, it se
Not a good sign. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Its not just about growth, its about potential qe, potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. The rates market has another 25 basis points it could go. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around the table is george rusnak, oksana aronov, and gershon distenfeld. Oksana, lets begin with you. Remember the payrolls report . Oksana vaguely. Jonathan do you remember the rate cut earlier this week . How long has this week been . Oksana one of the longest but also one of the most exciting. If you were coming into this with a lot of dry powder, as we are, this is like christmas morning, although we are just getting warmed up. We have be
Record lows. This has been such an exceptional move. Not a good sign. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Its not just about growth, its about potential qe, potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. The rates market has another 25 basis points it could go. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around the table is george rusnak, oksana aronov, and gershon distenfeld. Oksana, lets begin with you. Remember the payrolls report . Oksana vaguely. Jonathan do you remember the rate cut earlier this week . How long has this week been . Oksana one of the longest but also one of the most exciting. If you were coming into this with a lot of dry powder, as we are, this is like christmas mornin
Exceptional move. Not a good sign. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Its not just about growth, its about potential qe, potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. The rates market has another 25 basis points it could go. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around the table is george rusnak, oksana aronov, and gershon distenfeld. Oksana, lets begin with you. Remember the payrolls report . Oksana vaguely. Jonathan do you remember the rate cut earlier this week . How long has this week been . Oksana one of the longest but also one of the most exciting. If you were coming into this with a lot of dry powder, as we are, this is like christmas morning, although we are just getting war
This has been such an exceptional move. Not a good sign. Everyone is kind of getting out of its way. The bond market seems to be concerned about a recession. The bond market is telling you it is a very dark outlook. Its not just about growth, its about potential qe, potentially lower forward guidance. Whether that is the right plan or not, they are going to zero. The u. S. , unfortunately, will be dragged down more toward europe. The rates market has another 25 basis points it could go. There are so many assumptions that are being repriced now. Be careful out there. Jonathan joining me around the table is george rusnak, oksana aronov, and gershon distenfeld. Oksana, lets begin with you. Remember the payrolls report . Oksana vaguely. Jonathan do you remember the rate cut earlier this week . How long has this week been . Oksana one of the longest but also one of the most exciting. If you were coming into this with a lot of dry powder, as we are, this is like christmas morning, although w