for more on the trading day ahead, let's bring in keith lerner from truist keith, are you worried aboutecession? it seems like the risky bond investors do not worry that much >> good morning, dom i still throink there is a riskf a slowdown in the next 6 to 12 months it is evident that the economy has been less interest rate sensitive than a lot of us thought coming into the year when we look at that in the high yield market where credit spreads are behaved, but also look at the average jobs we created this year which is 300,000. as we think forward, we still have the lag effect of the fed policy and credit conditions are likely to become tighter i think you will see in the consumer where it has the excess savings and companies have trimmed out the debt that is the upside surprise in the first half >> that brings us to the word of the day. you mentioned it in a concept. what is that word and how does it refer to the economy? >> dom, the word of the day is resilient. i would say that is for the overall economy and markets as we mentioned s&p as we close out the first half is up 14% the na

keith lerner, always appreciate it and always appreciated you getting up early as well, my man.l right. now let's go to number two, and get to palo alto networks, dan ives you increased your target from 290 from 255 why? >> palo alto continues to be a table-pounder. they're gaining more and more share within the cloud our checks have been stronger, you know, as the year's gone on, and i think this is really one -- it's not just multiple expansions, free cash flow, and i think what's starting to happen right now -- >> i agree cybersecurity we know, china hacking and russia's doing whatever, but why palo alto networks there's a lot of competition in cybersecurity. >> sure, and they at this point are really getting the lion's share of incremental cybersecurity as we move to the cloud. palo alto when you have seen the share gain, they've flexed their m muscles again and again. what's starting to happen here is this is a story going into its next year of growth and in my opinion, when i look at cyber, we're looking at probably 15% to 17% growth this year in a 2% to 3% spending enviro