is anastasia now is -- joining us anastasia general -- joining us now is anastasia amoroso and lori calvasina want to start with you and this is a story without the updated guidance, without the latest round of tariffs. walk us what you see. lori: what we have seen is that earnings growth and revenue thanh are set to be slower what we saw in the first half of the year. what has me concerned is over the last few months we have seen slower growth expectations slipped a bit. acceleration and slipping expectations of the same time. alix: and a stronger dollar. lori: and i think investors have been complacent about the impact on corporate profitability. lori has been saying do not buy this debt because of those fears. anastasia, how do you feel? anastasia: for the next three months, i am a buyer of the dip because i think the positioning has cleared out quite a bit. sidenality is on our because 80% of q4's typically end up being up. on the rate side, we do need to see a rate pause for the equity markets to stabilize and that is our expectation. we are at the top end of that rates range. david: tha