steven wieting saying this. the combination of lower policy interest rates, inflation slowing, uninterrupted growth and rising profits is as close to an ideal setting for financial markets. steve joins us for more. let me go through that again. lower policy rates, slowing inflation, on a -- inflation, uninterrupted economic growth and rising corporate profits is ideal. is that what's going on? >> yes. that's what we want everyone to bear in mind. we have had this strong run with low volatility. we have checked the boxes on that whole list. naturally there's some more doubt. we can zoom out a little bit, but it's a little bit more natural now for us to develop doubts about this path. >> how does that doubt get expressed in your view if you think that ultimately we do see a strong backdrop and ultimately this perfect landing, this disinflation nirvana, will continue? >> i think the rates market, having a bit of a backup here, we think that long-term treasuries, again, very efficiently priced in fed rate cuts. they

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