Economy does not warrant a 50 basis point rate cut in September, says Morgan Stanley's Michael Gapen

Joining me now are Michael Gapen, chief US economist at Morgan Stanley Anastasia Amaroso, chief investment strategist for private wealth at Partners Group. Thank you both very much for being here. Uh Michael, let's start with you because we were just discussing with Steve that there's uh you know expected to be some dissent over the quarter point cut.Uh, do you think that's more emblematic of the macro uncertainty that's out there or just the the fireworks and the politization and all the various headlines ...