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street journal, first on china, greg, everyone seems to think that if you don t get a deal, if you can push back tariffs, for now that might be just as good as one, what do you think? certainly we are past the days where every sickle things got worse, things look worse, the markets took it on the chin, we are now in a stage where things aren t getting worse, that s okay, nice if we got better, nice of phase 1 deal but honestly just like staying where we are is satisfactory for the markets. i think, neil, the way to think about it on the trade front we reached a new equilibrium, higher uncertainty, more unilateral action but the markets having sort of got use today the new equilibrium and will take it hard if the equilibrium gets worse. neil: let s say we don t get a delay on tariffs, i imagine that would not be well received? people are putting 75% probability that we delay the the december 15th tariff increases that would be my expectation as well, i don t expect thing
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