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And great set of speakers today, along with acknowledging additional support. I am here for the next 30 minutes with brandon wales, the acting director of cybersecurity and infrastructure security agency, for what i hope is going conversationnating about the election, about the covid pandemic, about the state of cybersecurity and infrastructure security and Critical Infrastructure across the country. Brandon, thanks so much for joining us today. Brandon garrett, thank you so much for the invitation. I am very happy to be here and talk about the important work our agency is doing. Is december 3. It is hard to believe that exactly a month ago on november 3 we were sitting down as a country to watch the first Election Results role in. Roll in. It feels like as a country we have lived about 25 years in the last month, and i would imagine for you, it has actually felt s ....
Whether or not at this point in the economic pandemic cycle they need to spend that bullet. They will be doing some things that are more accommodative. It will be difficult for them to reverse that policy somewhere down the road. Jonathan mike swell of Goldman Sachs is with us. On treasuries, on bad news being bad news, is that your view of things, how high can we take 10year yield . Mike great to be with you, jonathan. On the there is a cap treasury market, and its really the result of looking away from the slow term where there are certain instances where people think about growth postcovid. We see significant vaccine implementation. The jobs report, it will take a long time to get back to normal. The fed will be on hold for the foreseeable future. As a result, you will not see a 50 basis point increase in the 10year. People should sit tight and recognize that rates will stay low for the foreseeable future. Today proves that we w ....
Do you dunk the entire covid cohort or stick with it on a dow when the rose 183 and the nasdaq gained 1. 8 the reaction to zoom Video Communications after it reported a good quarter that wasnt quite good enough for wall street. This company practically sin none mouse with the new normal and look ban on 2020 as the year of zoom so when you see it down 15 its alarming. You got to wonder what that means for the rest of the stayathome stocks. The answer, nothing. Just because zooms insanely high growth is decelerating that doesnt mean the trend is over in fact, id argue it never had gone away because this year has shown us millions of jobs can be done better from home. No need for that central office. Why go to meetings to negotiate or sign documents when you do everything over the web and save millions, maybe ten, maybe hundreds of millions in travel, hotel, dinners, zoom, i mean thats how the 39 billion s p global ihs market d ....