[Music] So, there's a great deal of data out this morning. Uh, in fact, I think all of it was substantially better than anticipated. First, initial jobless claims uh plunged at 218,000.Street was looking for 235,000. You can see that chart down sharply from two weeks ago. Durable goods also came in above consensus and it was just not just a headline that was 2.9%.The core was up 4/10. The street thought it would be down. non-defense which is pure business investment up big 6 cents of a percent then we had t ...

Asia Insights Global Markets Research Economics - Asia ex-Japan China: Will the real economy benefit from the stock market boom? Onshore stock markets have surged to a decade-high, despite the sluggish economy. Will the stock market boom alone be able to improve the growth outlook? A review of major economic indicators during the 2014-15 boom, including production, investment, consumption and property, suggest that a stock market rally may provide limited boost to the real economy. Despite the housing price ...

Before we get to the turmoil, the tariffs, the wealth effect, I want to talk about that orange bentayga next to you. Is that the new bentayga speed and what kind of demand do you expect. Yes, exactly.That's bentayga speed. So good morning from Monterrey. That's our latest version of the of the Bentayga, an ice only engine.650 horses showed it just a couple of weeks ago in Montana. Very, very good feedback from media so far. Customers, really, they will get in the car beginning of next year, end of this year ...

As investors worry about the latest round of tariff announcements, maybe this war footing and so forth, but there's another concern maybe can take off the list or push down a little bit. My next guest says inflation is slowing way more than the markets think. Let's bring in Matt Mskin.He's the co-chief investment strategist at Manulife, John Hancock Investments. Matt, it's great to see you. And this is precisely the moment you just heard Jimmy and others have talked about this, like is the hard data going t ...