Audio Length: 00:54:10

A discussion on the sell-off in the equity markets as trade war fears escalate.

We take a look at the continued strength of the consumer as reported in the latest GDP reading as well as the UMich Consumer Sentiment reading for October, and while retailers are more or less holding the markets up, will that crack under inflationary pressures?

Lastly, the ER explores IBM’s acquisition of RedHat – is this a defensive or offensive deal and what does it mean for the markets and the enterprise tech space in general?