This data is good for bonds, it's questionable for equities. Equity futures just about unchanged. We'll see if this move sticks.But at the front end of the curve, we're down six basis points. And as Lisa pointed out, we're down across the curve. And this is largely because of the way the Federal Reserve has set things up.Coming into September, he basically told us the following, that you could have a one off effect on inflation, but not all at once. And the labor market data was concerning. Kim, which is wh ...

Joining us now to discuss the state of retail, real estate, industrial policy, Ray Washburn, vice chairman of Gillan Capital and Gillan Property Group. He's also chairman of the board of Synokco and a board member of Red Lobster. Last time, Ray, it's good to see you in studio.>> Thank you. >> Last time you talked about how uh how many companies would would probably be able to deal with tariffs so that it wouldn't cause uh inflation and your big backer, President Trump, and everything else. I don't think we' ...

Louis Vuitton, the latest luxury name to report results, giving us some clues about how how the high-end consumer is holding up. Robert Frank is here with that story. Better than the low-end consumer, right.>> Certainly. And it was really interesting stock action this morning with LVMH. It was down initially.Now it's bouncing back after that initial fall. And that's because it was a weak quarter for the world's largest luxury company. Overall sales down 4%.Its core fashion and leather goods. That's the big ...