There's a level of market optimism that's not fully thought out, says MetLife's Drew Matus

Let's bring in MetLife investment manage management chief market strategist Drew Mattis. Drew, it's good to have you. I've been struck by, you know, everyone's talking about better risk appetite and better capital markets activity.You kind of remain in a harder landing camp, don't you. Uh, we do. We we're expecting more of a slowdown as you go into the second half of the year.Uh, I know the claims data looked fine, but the continuing claims data continue to disappoint. Um, you know, I'd also point out, you ...