let's talk with brent schutte, he's vice president and market strategist at harris private bank. brent, you looked at the numbers. what do they tell you? unfortunately they're not a surprise. when we talked last month, we mentioned that europe and the fiscal cliff in the u.s. would likely keep employers on the sideline with new hirings, and i think these numbers reflect that. if you look down underneath, manufacturing actually had a contraction this month. i think that's directly related to what's happening in europe. > > so, stimulus. everybody is wondering if ben bernanke, the federal bank chairman, is going to do what he said at jackson hole not many days ago, and that is go ahead with another q.e. round. what's your thinking on that? > > i think that the data is very mixed. i think there are three reasons in the past that have caused the federal reserve to employ stimulus. one, market expectations, or what the market is doing at the time. right now the s&p is up 16%. the housing market is doing better. interest rates are at all-time lows. it's very hard to argue that stimulus