And let's bring in our first panel now, which is Barry Knap, the director of research at IronIides Macro, and Tom Lee, Fundstrat Global Advisors Managing Partner. Welcome to you both. Tom, you're more I don't want to make it sound like you have a point of view other than you're expecting a more hawkish Fed and Barry, you're expecting one that's a little bit more doubbish.So Tom, you're more in line with consensus right now. What would that look like. And why are you still bullish on stock prices.>> Uh, well ...

How are you viewing this Fed rate cut coming up or the expected Fed rate come coming up. It seems like it's all but certain, but certainly we don't know for a fact that it's going to happen. Just 90% chance according to the CME.Is it going to be a hawkish cut or a dobish cut and how much does that matter for the market at least from now until the end of the year. >> Yeah, I think tomorrow, you know, it's very likely. I think there has been a lot of back and forth uh from market pricing for the last couple o ...