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We start with the first major wall street bank to remove recession from their outlook the chief economist is standing by to make his case. And if the economy isnt deteriorating, why the downgrade, is it a warning shot to washington . Well ask the man in charge, dan clifton is here. He warns we shouldnt see more signs of stress building and the fed may need to cut rates. And well bring in the ceo of Summit Global investments. How should investors be positioning in response . Lets start with the big call from bank of america mike, thanks for your time and for rejoining us the last time we talked you had just kicked your recession call into 2024. And now it goes away entirely . Yes so thank you for having me on, kelly. Yes, i think we have seen enough, at least in the resiliency of the data, the upgrade to prior growth numbers, the solid gdp numbers. But theyre also happening in an environment where wage growth is moderating and infla ....
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