afsaneh: there are factors like copper. we have seen chinese demand growth because they are starting to produce more ev cars, and we had janet yellen talking to them, and the europeans concerned they are dumping the market with ev cars. that is a positive force, getting more electric cars into the market. that force will continue and push certain commodity prices with them and we will continue to see that. i think we are seeing some short-term impacts them up for example, specifically on copper. the other impacts are completely different. i think the biggest force is central banks trying to diversify their sources of reserves, post what happened to russia a couple years ago when their reserves got frozen. you are seeing gold become a value for the central banks that are trying to have, particularly in china, russia, and some other emerging markets, as a source of reserves. annmarie: we heard that for a second time. mohamed el-erian had a similar point. but to the commodities, the whole story in china is that the property ma