Our higher rates here to stay. Hi everyone. Welcome to the Real Vision Daily Briefing with me today is Bob

Elliot, co-founder and CEO, CIO of Unlimited Funds. Hi Bob's great to have you back again.

Hey Maggie, great to see you. So we thought we were going to get a

little rebound in stocks today and they were most of the day but they kind of

faded into the clothes here and we ended up with losses all except the Russell

the Russell looks like they're hanging on.

And we had Treasury yields edge lower.

It seems like it's going to be one of those weeks where we meander around.

We had stronger than expect adorable goods, but consumer confidence dipped a little.

We know we've got a piece of e reading at the end of the week.

So it seems like a good place to just start off and kind of take a look at what you see happening in the economy since we are getting a little bit of mixed

readings where do you think the US economy is? Yeah I mean I think it's always important to recognize that the economy moves way slower than all of our expectations and

certainly anything that's on Twitter on a day basis and so you know what we're seeing

with the economy has been seven quarters of at or above potential

growth.

And we're kind of seeing the same thing play out, but we're seeing a little bit of deceleration, I'd say sort of through the quarter here,

with some of the later data a little softer than some of the earlier data and the strength that we saw

in the second half of last year.

So modest acceleration.

I think the real question is what's going on

on that inflation side of things, which is,

which is, you know, starting to pick up showing some signs of at a minimum not not you know

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