Anthony Saglimbene

"There's two forces at work. We got a much stronger than expected non-farms payrolls report, twice what consensus was. It's pushed back little on the idea of rate cuts. it could add some inflationary pressures to the economy. Treasury yields are higher."

"The market can usually absorb geopolitical noise rather well when energy prices stay contained."

""The market is kind of moving past this concept of peak uncertainty.""

"Once we move past that excitement stage where everybody wants to own it, it's going to be really critical for these companies to show exactly what their profits are."