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Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the Bloomberg. I'm really pleased to say that here in New York we're joined now by Brian Levitt

Oppenheimer Funds Senior Investment Strategies Brian good morning to you sir and I guess we've

got to get used to this permanent layer of uncertainty.

We're just going to do this every single month for the next few months and maybe the foreseeable future as well.

Well, I guess time will tell. I suspect we might. I I mean I still view this Jonathan as a as a very

Political move from the from the president he ran on a protectionist sentiment nationalism and so he brings these things out and then we slowly

walk them back.

The reason why I view it as still largely political rather than a more of a bigger move is because you know this is done to appease the

base in the midterm elections and set up 2020 but if you go forward in an integrated

global marketplace with uncertainty around trade or greater

protectionist measures, you're going to see an economy in a market that perhaps doesn't look

so good by the midterms or into the

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