The Earning Season

The bond mass here looks pretty good. It hasn't looked as good in decades probably. I think it's smooth sailing and bonds moving forward. We've been wondering for a long time about when jobs might crack, when the data might seriously weaken. The Empire State Manufacturing data was very weak today. Do you think that we're kind of at an inflection point on the economy cracking a bit?We could be. But I do think the recession is inevitable.