Equifax ($EFX) podcast mentions

1. Well, I mean, they feel higher oil prices and they feel some of the uncertainty from tariffs, which has ratcheted up back again, also I would, I would add housing to your list, Carl, because we did hear from the Equifax CFO who said mortgage clearly with where rates are now, that's more challenging. We've seen the impact on the transaction volumes in the market over the last— certainly over the last month or so. And, you know, it's this thing where while higher rates can be reflective of a better economy, Ed Yardeni has certainly said that 5%, don't freak out, it means the economy is doing well. It can also be a headwind. And Bank of America did their survey of fund managers and now the biggest tail risk for September has become a disorderly rise in bond yields. It used to be the AI bubble, at least if you were looking in August and July, those were— that was the sort of biggest outstanding concern. Now that moves to second place. Third place is the second wave of inflation. Geopolitical— geopolitics is actually way down on the list.

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2. Good morning. Good morning. I'm Caroline Hepker. Let's look at the markets just beginning to trade here in the US. So the, the S&P 500 at the moment down by a tenth, almost two tenths of 1% this morning. So after the unemployment figures that we had out this morning, the stronger than anticipated increase in US jobs, which has been rippling through markets and has seen the dollar gaining this morning and yields moving quite aggressively, certainly on the 2-year, up 4 basis points. Now, it had seen a bigger, a bigger increase in yields earlier, 4.38. Looking at those US markets, we're actually, you know, trading down a little bit. Dow Jones also dropping 0.2%. NASDAQ is flat, but S&P 500 is at the moment down a tenth of 1%. So looking to some of the individual stocks that are getting some attention, it looks like Oracle Corp and SanDisk as some of the biggest gainers this morning. Bottom of the league right now, and it is still early, early doors, I'll say, Lululemon Athletica down by 18%. They were dropping premarket pretty heftily. Also, Equifax is down by 9.6% this morning. That's around the US administration moving on that. So the S&P 500 at the moment is down by 2/10 of 1%. Tom, Damian.

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