The Macroeconomists and the Microscopic

Brynne: I don't think any of us believe we're out of the woods with the economy. But let's fight that battle between the macroeconomists and the microscopic, the company specific analysts more like me who are waiting to see how that gets resolved. Another thing is rates. Josh pointing out no yields below 4%. Bank of America also flagging that today in a new note. Michael Hartnett from B of A saying headline here, rate shocking again. And then goes on to say financial conditions tightening again in early Q3 keeps the higher for longer hard landing view in Trent.