we here at cbiz also think that september cut is, could be pencilled in. don't think we're getting anything from the fed next week. but certainly this excitement around a cutting cycle from the fed that may be beginning soon, i think that is a big driver of the market rotation. lets talk to our north american correspondent michelle fleury, in new york. what is it investors are so worried about now? i have touched on al, but it all seems to be coming together along with that news about tesla that there is a bit of nervousness about tech? yes, i think the rate cuts. — nervousness about tech? yes, i think the rate cuts, as _ nervousness about tech? yes, i think the rate cuts, as you _ nervousness about tech? yes, i think the rate cuts, as you heard _ nervousness about tech? yes, i think the rate cuts, as you heard from - the rate cuts, as you heard from your guest there, that is something that means the way people brugts... changes and that typically tends to move investors away from technology stocks. that is one thing you can look at. the other thing goes b