Dr. Alan O'Sullivan

So how is that going to play out?

And also, I have written here, who will...

now be Europe's mudguard.

Orban was a controversial guy, but he did act as a mudguard for anybody that was, say, under the radar in their less enthusiastic support for Ukraine and the funds that were going there.

So this may, in a kind of a strange way,

reveal some objection to the support for Ukraine in Europe.

Maybe, maybe not.

In terms of what to watch this week, this is our economic calendar.

I talked about the consumer.

We've got March retail sales in the U.S.

on Tuesday.

We've got the Fed hearing.

I think that's Wednesday and I choose their Wednesday.

The new Fed chair be interesting to hear what he's what he speaks about in terms of Fed independence, initial jobless claims.

And we've got the march that Michigan consumer sentiment.

So we do expect these to be under pressure, obviously, because the march should capture some of that negative feedback from the war in Iran.

So they're the main bits of economic news to look at.

What I'll say in terms of finishing this out, as you know, there's a significant amount of time and effort, obviously, that goes into producing the podcast.

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