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Well. Guy thats interesting. Interesting about the u. S. Consumer. Tells us a lot about where we are right now. European stocks are higher. Volumes arent exactly great right now, but the trade narrative is helping. We may get an effective rate cut out of the chinese overnight. Pay attention to that one. Looks like the huawei extension is likely to go through as well. All of that helping lift stocks up, but it is unlike volume. Yields moving as well, moving higher. Bond prices are coming down. Big focus on germany on the fiscal side. We will talk about that in just a moment. That is a narrative moving markets at the moment. Brent crude up by over 1 . A bunch of reasons for that. Weve had an attack in saudi arabia, a drone attack. Also, the trump tariff talk helps out, may be giving brent a bit of an uplift. The Global Economy obviously a significant factor. Vonnie sticking with markets, we are joined by ash alankar, Janus Hendersons global head of asset allocation, live from denver. Wel

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