I assume he is mostly referring to the ENSO. Even though it is officially neutral, and expected to remain so for fall and winter, there may be some residual atmospheric Nino-like effects. I am keeping an eye on the QBO. Be interesting to see where August ends up. Looks like a steady move towards neutral currently. Even if it doesn't go negative, a positive QBO becoming less positive as we head into the winter months correlates to at least somewhat colder in the east. That plus near solar minimum certainly would be a net positive. Ofc we also have Cohen's hocus pocus to look forward to as another possible clue about the winter AO state.