Stay updated with breaking news from Fargo kathy. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
Right away. Maybe august was that peak fear. The fear trade peaking. Chomped a lot of wood in august, sentiment horrible. Investor sentiment is incredibly bearish. Maybe we are coming out of it. I think the fed needs to confirm that, but maybe we have had a mini cycle. We are set up perfectly for a rally in risk assets into the fall. If we could just hold earnings here, we get a revaluation story in equities. I think that is the next trade up, and that is the pain trade. If you want the bull market to die, show me a recession. Until you can produce it, you have to take me over. No recession, Central Banks in play, markets outside, going into the fall, trade deal, upside. Jonathan another big week for treasury yields, too. Joining me around the table, kathy jones of charles schwab, Brian Rehling of wells fargo. Kathy, Morgan St ....