Rising unemployment rate suggests the Fed will cut rates in December, says iCapital's Sonali Basak

Joining us to talk more about the AI trade in the markets in the Fed, Sonali Basic is here, chief investment strategist at I Capital. Congratulations on the gig by the way. It's great to have you.>> Um maybe we could start with the Fed because we were just having a conversation about Fed odds, the Nick Timmeros piece in the in the Journal today, maybe carving a path to at least a hawkish cut in December. Does that make sense to you guys. >> It did because if you think about the case for cutting in December, ...