nejra: joining us is carl weinberg. great to have you with us. ter the bank of canada n analysisthere was a that said neutral is the new hawkish. is that how markets have reacted? carl: the markets were a little ahead of the fed. two weeks ago, 140 basis points, and they obviously didn't get the signal anything near that is coming. i think what we are seeing, a a lot of mixed signals out there. that was chairman powell's line. wavering,mies are but not really turning down or going up, so taking a middle road until they see a clear path. i think that's appropriate for where the world economy is right now. matt: how do you see the u.s. economy? lookse measures, it relatively healthy in terms of 2% growth, 2% inflation, unemployment extremely low. and by some measures we see companies like caterpillar, deer, the latest fedex, saying the trade war is flowing to seriously hurt their ability to make profits. carl: let's put that into two parts. the u.s. economy has more good things than bad right now. there are red flags you have to respect, but at the