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I'm now at the top analysis of today's markets.

Francis, great to have you back with us.

Delighted to be back, thanks for the invite.

Yeah, it's always a pleasure.

You know, Francis, I read your note over the weekend.

Lots happening right now.

Let me just set the table here for folks who aren't following markets as closely as

you are.

Give a little bit of context to this discussion.

Actually this morning I was just reading Edward Jones's weekly market wrap.

Getting a sense of all the rising risks that we see out there.

Obviously, I watched this pretty closely.

Let me give you a little bit of a context on how I see what's happening in markets.

Just some key takeaways has set the stage.

S&P 500 up roughly six and a half percent year to date right now.

Largely on multiples expansion earnings forecast right now, however, are decelerating.

Indeed, we're in a period of what is beginning to look like a full blown recession watch.

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