isaac boltansky of btig. an important point, weakened focus on the political fallout from the white house, and i look forward to what they have to say after that meeting in riyadh. we also have to speak about the spare capacity that exists to opec. how much spare capacity is there actually across these bigger nations at the moment? does that speak to their reluctance to do more? lisa: annmarie was talking about this, how opec-plus members have not been able to meet those figures. they have not been able to produce as much as they say they will. how much of it is an issue that we are not getting the oil out of the ground? we cannot do it faster? then you have this conundrum of demand coming down at the same time that you have supplies being constrained. prices remain elevated even in the face of some slowdown in activity. jonathan: i don't think this is as simple as what is happening with russia and europe. experts telling us that they pretend there is a problem with the turbine but ultimately it is a politica

sinema will lend her support to the proposed legislation let's talk more about this now with isaac boltanskybtig isaac, this is a scenario which is not a surprise. they have been talking about the legislation for a while. it came as a surprise when senator joe manchin proposed a deal and got one done with chuck schumer. what exactly does this is a about the dynamic in washington with regard to getting legislation done >> everything schoolhouse rock taught us about a bill becoming a law is a lie, dom. it was closer to that old adage that things in d.c. are possible up to the point they are inevitable what we have here is amounting to a shocking surprise that the deal was broached, but the two u.s. senators were able to keep a secret for this long and what was a pretty gambit deal and announce and put it on the fast track to get it through the senate over the next week. >> senator manchin had been the main lightning rod or main face of the opposition within the democratic rangks for a good while. we have not forgotten krysten sinema they need every vote to get this done what exactly is likely

we caught up with isaac boltansky last week on this, and he said lose-lose.he team at btig calls it lose-lose right now, whatever decision the speaker makes. tom: i have always felt over the years, even before nixon-kissinger, that it is so far removed, so complex, and so unknowable that she is intruding in this around maximum uncertainty. that is the only thing i can say. there's so many different levels of uncertainty. jonathan: one thing we got to do is not just talk about the foreign policy. we've got to talk about what is happening domestically in china. there are many people who believe president xi is doubling down on tension abroad because what is happening at home. what is happening at home is not a great situation for the chinese president. manufacturing over the weekend was sub 50 on the pmi. we've heard of the so-called mortgage boycott spreading. that is a tough situation. covid zero, and china we are living in 2020. it is 2022. many things domestically are putting this leader under pressure. lisa: especially because, talking about the factory ou