David Ter was on Squawkbox this morning and laid it out pretty clearly. Take a listen. >> Don't love the multibles, but how do I not earning own it with an easy, you know, I'm not ever fighting this Fed, especially when the markets tell me have I don't know what it is today, but one and 3/4 more cuts, you know, before the end of the year.So, that's that's a tough thing not to own. Josh, that pretty much says it all. I'm not ever fighting this Fed.As he has really maintained from the depths of the financial ...

Joining us with more on the markets, Gabriel Santos, JP Morgan, asset management, a chief market strategist for the Americas. And I'm you don't sound in in this uh in in looking at your notes in the midyear check, Gabrielle. You don't sound that bullish really is would you you kind of sound how you did it at the lows.You didn't say we weren't going to go back up, but you didn't really No one expected us to just bounce right back to where we are so quick to new highs so quickly in this because tariffs not th ...