Gunjan Banerjee

We haven't seen it. We got close.

We haven't seen it. We got close.

It's scary, yeah.

It's scary, yeah.

So the market is expecting around three rate cuts this year. How many do you think we'll get?

So the market is expecting around three rate cuts this year. How many do you think we'll get?

Well, right now they're very high. They're at the...

Well, right now they're very high. They're at the...

It's interesting because in the market, it feels like at times people are buying stocks again. People are buying treasuries again. The dollar is going up. Gold is falling.

It's interesting because in the market, it feels like at times people are buying stocks again. People are buying treasuries again. The dollar is going up. Gold is falling.

Well, I think over the past week, we've seen moments where that kind of buy America trade comes back. So it feels like people are still grappling with how different are things really going to be.

Well, I think over the past week, we've seen moments where that kind of buy America trade comes back. So it feels like people are still grappling with how different are things really going to be.

One thing that almost every investor I'm chatting with is watching is this buy America trade right now. It feels like we started the year with everyone banking on another year of American exceptionalism. U.S. stocks have outperformed almost every single year since the global financial crisis. What do you think of that trade right now?

One thing that almost every investor I'm chatting with is watching is this buy America trade right now. It feels like we started the year with everyone banking on another year of American exceptionalism. U.S. stocks have outperformed almost every single year since the global financial crisis. What do you think of that trade right now?

Some people say that, OK, even if we were to rewind the clock and say, just kidding, no more tariffs, that confidence in America as a trading partner has been dinged. Do you think that's the case?

Some people say that, OK, even if we were to rewind the clock and say, just kidding, no more tariffs, that confidence in America as a trading partner has been dinged. Do you think that's the case?

We're going to take a quick break and then we have one final question for Rob.

We're going to take a quick break and then we have one final question for Rob.

And I'm Gunjan Banerjee. Until next time.

And I'm Gunjan Banerjee. Until next time.