yet because of the shutdown. given the bad news. there was no so are lining. the first time we are starting to see a fading from the tax cut boost. it is very possible that we continue to have strong growth in the u.s. have stronge cannot conviction one way or another at this point. jonathan: joining me around the table today is michael temple, doug peeples, and krishna money. krishna, i want to begin with you. doesn t take much to shake confidence and conviction. this week it was the soft retail sales number. to end the week, manufacturing concerns. how hard is it to get a read on the u.s. economy right now? i don t think it is really that hard. the u.s. economy coming into 2019 had a great deal of momentum, things were slowing down. things cannot slow down so rapidly in such a short period of time. i think we have had these had fix in the past as well, we will get through it. u.s. growth probably stabilizes around 2%. our point in all of this is people who are exp
it will depend on how the economic data unfolds. we don t even know the data yet because of the shutdown. given the bad news. there was no silver lining. the first time we are starting to see a fading from the tax cut boost. it is very possible that we continue to have strong growth in the u.s. i think we cannot have strong conviction one way or another at this point. jonathan: joining me around the table today is michael temple, doug peebles, and krishna memani. krishna, i want to begin with you. doesn t take much to shake confidence and conviction. this week it was the soft retail sales number. to end the week, manufacturing concerns. how hard is it to get a read on the u.s. economy right now? i don t think it is really that hard. the u.s. economy coming into 2019 had a great deal of momentum, things were slowing down. things cannot slow down so rapidly in such a short period of time. i think we have had these had fix in the past as well, we will get through
yet because of the shutdown. i think what is interesting about the u.s. economy given the bad news. there was no silver lining. the first time we are starting to see a fading from the tax cut boost. it is very possible that we continue to have strong growth in the u.s. i think we can have strong conviction one way or another at this point. jonathan: joining me around the table today is michael temple, doug peebles, and krishna memani. krishna, i want to begin with you. doesn t take much to shake confidence and conviction. this week it was the soft retail sales number. to end the week, manufacturing concerns. how hard is it to get a read on the u.s. economy right now? i don t think it is really that hard. the u.s. economy coming into 2019 had a great deal of momentum, things were slowing down. things cannot slow down so rapidly in such a short period of time. i think we have had these had head fix in the past as well, we will get through it. u.s. growth proba
what s interesting about the u.s. economy given the bad news. there was no silver lining. the first time we are starting to see a fading from the tax cut boost. i count this as an anomalous data point and i don t think it is consistent. it is very possible that we continue to have strong growth in the u.s. we are bringing in people from the sidelines in terms of the labor market. i think we cannot have strong conviction one way or another at this point. jonathan: joining me around the table today in new york is michael temple, doug peebles, and krishna memani. krishna, i want to begin with you. doesn t take much to shake confidence and conviction. this week it was the soft retail sales number. really soft retail sales number. to in the week, industrial production, manufacturing concerns. how hard is it to get a read on the u.s. economy right now? krishna: i don t think it is really that hard. the u.s. economy coming into 2019 had a great deal of momentum. th
yet because of the shutdown. what s interesting about the u.s. economy given the bad news. there was no silver lining. the first time we are starting to see a fading from the tax cut boost. i count this as an anomalous data point and i don t think it is consistent. it is very possible that we continue to have strong growth in the u.s. we are bringing in people from the sidelines in terms of the labor market. i think we cannot have strong conviction one way or another at this point. jonathan: joining me around the table today in new york is michael temple, doug peebles, and krishna memani. krishna, i want to begin with you. doesn t take much to shake confidence and conviction. this week it was the soft retail sales number. really soft retail sales number. to in the week, industrial production, manufacturing concerns. how hard is it to get a read on the u.s. economy right now? krishna: i don t think it is really that hard. the u.s. economy coming into 2019 had