Libby Cantrill

Key question for the political parties, how much we end up with, uh, some of the negative sentiment towards AI killing that other stimulus effect that we're seeing right now as an increasing number of politicians come out and really push on some more regulation for data centers and just AI in general.

And when it comes to deficit spending, as we heard from Libby Cantrill yesterday, and others, the debt ceiling fight, I'm sorry to bring this up, but the debt ceiling fight will be taking place in about six months' time, and if the House goes back to a Democratic control and flips, everyone is going to have to get something to raise the debt ceiling, which means everyone is going to be asking for more funding, and we are gonna be spending a lot more.

They want more deficit spending-

Yes

The payout expected to top $1 trillion and would, of course, require congressional approval.

Joining us around the table to discuss, Libby Cantrill of PIMCO.

Libby, good morning.

Good morning.