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And context changes everything. Go to Bloomberg.com to get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene.

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Bloomberg. say joining us in New York to drain some of the drama from the market

analysis is Brian Leavitt Oppenheimer Funds senior investment

strategist Brian always great to catch up with you thank you

I'll give you that scary headline first the Dow finishes the day down 287 and then I'll give you the headline

that I think many pros looked at the S&P 500 softer by four-tenths of 1%.

One South's fear the other is what?

Well, I think only small mines are impressed by large numbers.

So, yeah, the numbers on the Dow do sound scary.

It was a market that was concerned about trade rhetoric we see

these types of things in the short term I don't think investors should be trying

to make long-term investment decisions based on concerns on what trade policy is going to

look like between the United States and China. I understand that we could

potentially have a bad outcome here but I think cooler heads will prevail given how we intertwined

the two countries are and how important reasonable trade deals between the two is

for both. Do you just assume that the real tailwinds are stronger here in the American economy than the potential head wins?

I do. I mean, the US economy should actually be pretty strong in the second half of the year.

There's a lot of stimulus,. There's a lot of stimulus so

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