With the market already pricing in a quarter percentage point cut, my next guests are now focusing on the potential end of quantitative tightening. So joining us now are Michael Schumacher, head of macro strategy over at Wells Fargo, and Ross Mayfield, investment strategist over at Baird. Thank you gentlemen both for being here.Michael, we're going to start with you. This is probably one of the more telegraphed rate moves that the Fed has seen and the markets are playing it that way as well. What exactly do ...