Bond market saying Fed can't cut rates into higher oil prices, says One Point BFG's Peter Boockvar

EAMON. JAVERS IN WASHINGTON, IF NOT FOR IRAN, WE WOULD STILL BE WORRIED ABOUT PRIVATE CREDIT. IT'S UNDER A LOT OF PRESSURE TODAY.WITH SHARES OF BLACKSTONE DOWN 4.5%. THAT'S ABOUT HALF THE LOSSES WE SAW EARLIER ON. LET'S BRING IN ANDREW SLIMMON.HE'S SENIOR PORTFOLIO MANAGER AT MORGAN STANLEY INVESTMENT MANAGEMENT. AND PETER BOOCKVAR IS CHIEF INVESTMENT OFFICER AT ONE POINT BFG WEALTH PARTNERS. WELCOME TO BOTH OF YOU.PETER. HOW IMPORTANT WOULD YOU SAY THE RIPPLE EFFECTS FROM THE ONGOING SITUATION IN SOFTWARE ...