yield forecast has to be wrong. david: drew matus of metlife will be staying with us. walmart will be increasing the starting wage for their base employee played $11 an hour because of the tax overall and give bonuses of $1000 to their employees as well. this is raising the basic hourly wage. alix: is this it? is this the start of the wage rally we've been waiting to see? drew: you have an unemployment rate that is close to being as low as it can get. all it took was one firm to announce this -- we do second, -- wait a second, we are competing with that firm for employees. drew: how would you rank it -- alix: how would you rank it? how do you think tax reform will play out?