lisa: joining us now is greg staples, matt, and brian. just to let everyone know, we are waiting for president biden to make comments on afghanistan. we will bring those to you live. we will try to get through as much of real yield as we can in the meantime. let's figure out what we are looking at in terms of a growth slowed down, what is potentially priced in. greg, what is your sense of what the market is saying when it comes to how much of a slowdown delta and the variance could be introducing? greg: there will be a bit of a slow down. retail sales were disappointing this week but it was more interesting to see the shift between consumption goods versus service. the recovery is pivoting from consumption of goods to consumption of services. if covid raises up and keeps people away from restaurants, shopping in malls, that means the service part of the economy will slow down. nothing to really stop the recovery, but it will slow it down. lisa: matt, what is your sense of what we are looking at, what is being priced in, what are the poten

lisa: we were talking with greg staples earlier in the hour, talking about how a lot of institutional investors are on vacation and it is hard to say anything about the trading going on. do you get the sense that most people are just checking out? it has been a tough year, and what we are seeing is not necessarily indicative of what we will see after labor day? >> it has been a tough year. i was talking to somebody from td ameritrade. they pointed out volume was low even by august standards, but it could do with the fact that we have more uncertainty than usual. if you compare this time to last year, in some ways it feels a little more uncertain than now. in addition to that typical august slow down we see and until we get more information, get past jackson hole, people may be hesitant to put new money to work. lisa: i want to put you on the spot. there is a question going forward about which part of the market you find most interesting at the moment. oil was in the forefront after the swoon that is continuing, copper in the forefront. what is indicative to you of the shift that we sa