Good news, lower on Interest Rates, clearly a dip lower on yield again today. Keeps focus on stocks. Also germanys gdp coming in better than expected. Thats the biggest economy in europe, is germany, of course, the driver. The fact they are weathering the storm since brexit, thats a very positive sign, even with china decelerating a little bit, i still think germany is bigger, i trut the data more. Buy signal, sell signal or take a break signal . What do we do here . Backing and filling higher, i think. I dont look for an explosive move, but keep backing, filling and just stairstepping higher. Kate, congratulations on the new gig at black rock. Happy to have you back. Whats going to work for us now that weve reached yet another milestone . The plays that worked for the year, bond proxies, telecoms, utilities, et cetera, or in the quarter that weve experienced here, the technology stocks, the discretionary stocks the material stocks . Hows it going to play out. Let me talk about the bro
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