From high atop, Fox News headquarters in New York City, always seeking solutions, never

sowing division.

It's Brian Kilmead.

I think we need to take a step back here.

We entered the year with just unbelievable euphoric excitement about what was going to happen.

We also entered the year with the market sort of price for perfection.

I think now as we roll forward to where we are today, we're sort of in a world where we're in a price for realistic uncertainty.

And uncertainty is not good for growth.

So we've gone from this excitement to unpredictability.

And the unpredictability has to do with where are we on the economy?

And I think a lot of your data showed there's still a little bit of confusion on the economy right now.

What we have seen for the beginning of the last three months in the early stages of the presidency

is we've seen the consumers starting to be a little bit concerned about tariffs.

The concern about tariffs has driven them to preload or front-end buy a lot of the larger items

that they were going to buy.

What they know is that the China tariffs are unsustainable because the Chinese cannot sustain this,

that if the business people, like the gentleman you interviewed, stop ordering,

China has no business model.

Their business model is predicated on selling cheap, subsidized goods to the U.S.

And if there is a sudden stop in that, they will have a sudden stop in the economy,

so they will negotiate.

We're in this for the long term, and the important thing,

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