So, I think everybody's trying to figure out what to make of this market right now. I want to ask you not about an investment but a trade. Right now, it seems like one of the more attractive uh trades in the market right now with the government shutdown, trade tensions, also questions about the labor market would be VIX futures.Do you see it that way as well or are you seeing some other opportunities with all this volatility. >> Right. I I might say that that trade is happening uh in spite of those um seemi ...

Economic Analysis - The two-speed economy creates a "Goldilocks" scenario, where economic weakness justifies continued stimulus [1] - Asset owners benefit from this scenario [1] Investment Strategy - The industry suggests being an asset owner to benefit from the economic conditions [1]

US Economic Outlook - The Trump administration's policies aim to improve the lives of American families, fueling market enthusiasm [1] - The US economy is currently experiencing fiscal and monetary stimulus typically seen during a recession, despite being in a period of near full employment [2] - The US economy is currently on a "sugar high" [3] Inflation and Monetary Policy - Markets may be underestimating the potential for substantial inflation due to immigration, fiscal, and monetary policies [4] - The Fed is prioritizing downside protection in the labor market over managing inflation, which could be risky if inflation reaccelerates in early 2026 [7] - The debate centers on whether the Fed should focus on the labor market or inflation, reminiscent of Janet Yellen's approach to avoid a second recession and job losses [5][6] Tariffs - The market has largely moved past tariff concerns, but high inflation issues related to tariffs remain unresolved [3]

For the past two years, Chinese officials unleashed major fiscal and monetary stimulus after disappointing data in the final quarters. This time around, Beijing has fewer options https://t.co/j7WC5uMOjP ...