[music] >> Welcome back to Morning Trade Live. It's time now for the big picture. Let's welcome in Colin Martin, head of fixed income research and strategy, Schwab Center for Financial Research.Keep the macro focus going. Good morning to you, Colin. Hope you had a nice weekend.Don't know if you caught my last guest, Barry Napp, but he was sort of making the argument for reducing the balance sheet as far as sort of approach to tightening because of some of the imbalances in growth in this economy rather than ...