All right, Carl, thanks very much.

Welcome everybody to overtime.

I'm Scott Woffney.

You just heard the bells.

We're just getting started here from Post-9

at the New York Stock Exchange.

In just a little bit, I will speak to Funstrats,

Tom Lee, who says inflation's gonna to drop like a rock in the months ahead. Stocks are going to surge.

We'll press him on that view with several September risks just ahead of us, not to mention this Friday rollover for the major averages.

We begin though with our talk of the tape a soft landing surprise.

Did that chance just increase today with a jobs report some are calling

Goldilocks? Let's ask Solis alternative

investment management stand greenhouses with me here at post nine

uh... it's good to see you again welcome back thank you for having to your view kind of

where we are and i guess it could be a tale of two markets in a single day.

Things seem pretty good after the job support. Then we got the headline out of Europe with Nord Stream and the market rolled over and rolled over hard.

What do you take from it?

So with respect to the jobs report, I mean, listen, in the short term here that was from the

Fed standpoint pretty good.

Obviously wages came in a little bit, job growth slowed a little bit,

although admittedly 300,000 jobs in any given month

is still an extraordinary strong level of job growth.

...