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Single best Idea.

Idea.

What an interesting show today, really eclectic, and this massive pullback we've seen in the market,

we're down 1.3% from the peak.

But, you know, a little tension in the market yields up today.

We are very strong, some really interesting technical analysis, Paul Ciana from Bank of America,

with a whole set of charts saying we are in trend for higher

rates and what that'll mean for everything we do in economics finance investment.

Just any number of other people.

Lauren Hockfelter from Morgan Stanley was brilliant

on real estate away from the commercial tobacco

overall living coast to coast.

But just an interesting bond and equity bifurcation today.

Amanda Linham was in from Black Rock.

We talked to Amanda Linham about what the Fed optionality

is there in a quiet period and with yields up the

two-year near 5% what are the options that the Fed has? There's not really a

sense of urgency for the Fed to normalize policy and even when they do it's likely to be a shallow

cutting cycle so for corporate credit that means we shouldn't be banking on

significant near-term interest rate relief I think the tail risk that we're watching

...