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We've got to start on this market.

What a rally we've seen off the bottom over the last couple of months.

Mike Swallach Goldman Sachs joins us now.

Mike, Friday, what did Friday change for you

as you look ahead to the weeks and months ahead through 2020?

I think that Friday was just an example of a continuation of the impact of government

policy.

So a big impact on the fiscal, a big impact of monetary policy that the rally can continue because the level of support from the government

has been so significant creating an enormous amount of cash that is really looking

for a reason to get invested

i think that when you look at the employment report in the discussion you've had

...