. >> on our screen, perrigo, s&p global, those are two names you really like.perrigo, s&p global strong cash flow growth. again other issues, kash flow crucial. these two in particular. request? >> so perrigo, i think they're a good recessionary stock because they have spent the last four years selling off their non-core assets. today they're completely focused on consumer health care, aspirins, cold, flu, and skin and their brand is split between branded and private label. if we divide private label, they're beneficiary of the trade down effect. the trend is playing out the last few quarters. we like the stock you mentioned, i have down in my notes, generates free cash flow, solid 3% dividend. it is very attractive on valuation front because they're forecasting great sales going forward. liz: give me an overview, 20 seconds what is the fed going to do, what should they do? >> they're in a tough spot. they're trying to slow down inflation. i think they're going to hike but you can see the cpi and fed financeds rates are starting to become more level. i expect o