upside surprise. ethan harris, bank of america merrill lynch is still with us. where are the workers coming from? let's pretend the number plays out with the jobs report. where is it coming from? >> the labor market is strong. >> why are we adding so many workers? adding,of what we are that is giving a little more room for growth. we still have an unemployment rate of 4.4%. people are out there available for worth and demand -- for work and demand is strong. part of the economy that has not slowed down, it looks pretty healthy. >> we talked a lot about what them happy. what will it be? will it be a continued growth in the jobs world? >> you look at what has driven the dollar in the course of the last 12 months, the yield curve more than anything else. the dollarly see higher.