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up as much as 3% so d.r. hortonhave turned around here not certain as to why, but as we pointed out, the home builders overall, you can see it, have had an incredible move for some period of time, but because of the lack of inventory and new homes sales are a larger percentage of overall home sales. >> there's the weird covid things happening and supply issues happening and pent up demand for travel and prioritization, all of that is making the macro economic data hard to read another one i was looking at, and i dug into this, ibm because that's always a gauge on enterprise spending, you get a good read from arvin who i spoke to about the results the results were inline. some say it's a miss it's a $100 million in the infrastructure business which is not the key. they matched in software and consulting that was important when he talk to crishna about the demand situation what he's seeing from corporate customers it was bullish, i see gdp, globally and the u.s., staying positive for this year and tech spending is 3 t

jonathan: d.r. horton, just now. bps. revenue, $9.73 billion. upside surprise there for d.r. just months ago. let's turn to the bond market briefly. the two-year looks like this. yields up four basis points. the 10 year looks like this, 3.7 a. that curve has gotten inverted this morning. deep inversion. tom: 98, 99, an inversion down. that is important as we wait for the data in two hours. jonathan: let's push it forward to the euro and fx market. the euro had that long winning streak on the euro-dollar. still clinging to 1.12 on the currency pair. just want to turn to the single names out there at the moment. netflix and tesla. netflix at the moment down by 6%. the outlook for revenue a little weaker. that name is struggling. not struggling you today. year-to-date it is still up 62%. tesla chasing volume over profit. elon musk is not shying away from that. the name is down 2.9%. relative to a 130 5% move year-to-date on that name? here is another one. it is an airline, united. it is up 2.9%. united airlines liking what it sees for international travel. i think many people li