It's kind of very nice to have you with us. Let's start by talking about some of the data we've had out of the U.K. today. We've had the inflation print, which has not come in as hot as had been feared.And traders are adding to Bank of England, easing bets as a result. Is the sense here that if inflation isn't quite as much of a problem as we thought it was, there are fewer barriers to easing for the baby. Yeah, I mean, I think that's absolutely it because you have a weakening labour market growth isn't as ...

Markets seem to think that Friday’s employment report drastically changes the outlook, @jonathanjlevin says. But this is essentially what policymakers expected all along (via @opinion) https://t.co/INBSUQsEcf ...