It's a good environment for equities and debt year-to-date, says Canyon's Joshua Friedman

Josh, it's good to have you back. Welcome. Nice to see you, too.Are you surprised at the resilience of the overall market and economy to these higher tariff rates. Not especially, to tell you the truth. Um, I think when I was last on the show, I think I was I had finally come on to the view that rates were finally going to start to come down because it seemed like we were seeing some easing up of inflation.We're seeing a few signs of a little bit of softness and it seemed like it was time. And also there wa ...