We've got one day after the Fed cuts rates and signaled more cuts ahead at least through the end of this year. We've got stocks jumping to record highs, bond yields moving up as well. So here to explain all of this, Alon's chief economic adviser and former Pinco CEO, Muhammad Alarian.Muhammad, it's great to have you back on the show. Welcome. Thanks for having me, Morgan.Man, talk about volatility in the in the Treasury market here. I mean, you had a 10-year yield that broke below 4% at one point yesterday ...