Jim Kramer here to share with you a sample of my take on the market from today's

CNBC Investing Club morning meeting.

Very strange day, Jim, because everything looked down at the opening.

I mean, everything, even though the futures overnight were good.

And a lot of just like crazy news flow, like Amazon is putting out the price of how much is tariffs. We have the Honeywell.

We're going to talk about a second. And by the way, can I just say that we've got, we don't

talk about the bond market, best since suddenly is one saying we're about to have trade deals.

And I just urge calm. And I urge calm because as I said last night at the top of the show,

the upside risk is much greater

than the downside risk now because I think that the president has woken up to the idea

that he's in control of the narrative, why let it go down anymore? I think things have changed.

Sure. I mean, to that point, you do need to see trade deals, I suppose, happen,

waiting on that, maybe a de-escalation with China.

You mentioned bond. Deals a little bit lower today. There was some weaker consumer confidence

number. Really not a surprise considering a lot of the headlines out there and the tariffs and uncertainty.

Although, as we saw from a lot of banks and credit card companies, consumer spending is still pretty good. If anything, there was an uptick, maybe you pull forward because of the tax. Bank of America would say that? Yeah, Capital one said that. Now, that is highly unusual. There's a great, I would say, disparity between when you read the newspapers about what people think and when you look at what they spend. And for us, what matters is what they spend. And they're spending as if

things aren't bad. I'm not saying it's not spending as things are great. But they're just saying

it's like, look, right now, maybe you could say it's a rush gym. They want to buy the

washing machine before the price goes up. Or you say like I do, which is that, you know what, employment always controls. And as long as I have been in this business, which unfortunately very, very long, if employment's bad, you're going to get her. Well, employment's good, you're not going to get her. Yeah, I mean, you mentioned washing machines. I saw an ad yesterday, Raymore and Flanagan, get in pre-tariff prices.

And then you have Amazon.

They are reportedly putting the cost of tariffs next to the total price of the products on the site.

The White House slammed it this morning.

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