joining us at post 9 is td cowen president jeff solomon. you're the only one that comes on and says, i want the fed to keep hiking rates. >> just one more. one and done. they keep talking a good game. i always say do what you say you're going to do. i looked at the conversations i've had over the course of the past year. at the beginning of the year we talked about it was going to be higher for longer and the fed would continue to do what it's been doing and the market will eventually get the message. i don't think they'll add another quarter point. but if they did and said we're good to go and now let's see how things play out, i think it would send a strong message that we're not going to let inflation creep back in. >> do you see evidence that inflation is creeping back in? >> i want to see the data you just mentioned. i want to continue to see that data go. i would like to see jobless claims move higher. i would like to see unemployment actually move. i would like to see there be wage pressures decreasing. >> that's all happening, it's

. >>> td cowen president jeff solomon on why he thinks the fed should hike another 25 basis points next

jeff is unbelievably good. things to read. >> a bunch of bank ceos presenting today. solomon at their own conference. charlie scharf.oynihan, key. >> i think charley scharf is doing an unbelievable job. i saw tim sloan suing the bank. i understand that. he didn't get the bonus. >> tim sloan was the former ceo who got wrapped up in a lot of the scandals that were not of his own making. >> that's why i think -- i know tim. it seemed wrong to me, but at the same time wells fargo -- charley scharf, he inarted a bank i don't think he had any idea the things that were wrong, and he's been playing defense until this year. now he's playing offense. i really like what he's got going. >> he did say at the goldman conference, they still feel very good about their commercial real estate portfolio, borrowing office loans. remember, commercial is data centers. it's a lot of other things. warehouses. but office loans are not good. also said we expect to see losses in office loans in the fourth quarter. continued slow credit deterioration but no inflection point. it goes on to say we're cautious and careful and tightening credit on