Well, joining us is Emily Roland, John Hancock, investment management co-chief uh investment strategist. Emily, what's going on. How are you.What what what what's caught your uh your interest. Like you we we've pointed out insurance companies have a whole different uh sort of a view of the world at times with because you the money has to be there, doesn't it. For a lot of people.That's true, Joe. And you know, today we're obviously focused on the Fed. Thank you for having me on on Fed Day.And I think, you k ...

For more on the data in the Fed's policy meeting, we want to bring in Dennis Lockhart. He is former Atlanta Fed president and a distinguished professor of international affairs at Georgia Tech. Uh Dennis, what do you think of of Steve's analysis on this.The idea that yeah, the numbers are bad, but a lot of that was pulled forward. Yeah, I'll associate myself with Steve's analysis there. I think this the pull forward effect is probably showing up in the numbers which uh means that the committee is likely to ...

Let's just scenario play. Yes, please. What happens if Powell rips in a 100 basis point cut.Right now, I'll tell you. So, one part which is mathematical is the interest on the debt goes down. We save 300 billion.But there's something else that happens which is the Fed does control the front end of the curve. Meaning, how do people borrow money for small amounts of time from one day to about two years. If you make that cheaper, it's a test that's true as time.What happens is people borrow more money. that fu ...

For more on dollar weakness, let's bring in Kathy Lean, head of FX Strategy at BK Asset Management. Kathy, great to have you with us. Um, what do you think is the number one driver of the dollar's move lower, Kathy.And what do you make of the seeming sort of discrepancy between the extreme dollar weakness that we've seen recently and the relative stability in the Treasury market. So, the question really should be what's the driver of the near-term um selloff in the dollar versus the sell-off that we've seen ...