Joining me now, Andrew Cizarowski, co-head of mortgage and securitized investments at Morgan Stanley Investment Management. Andrew, thanks so much for joining us. >> Thanks for having me.>> Let's start by talking about your expectations for the Fed because the market keeps taking changing its mind about what the Fed is going to do next month. There's been a lot of noise and a lot of data gaps. Do you think we'll get another rate cut next month.Yeah, I think we're we're you know, having that data black hole ...