we'll ask him tomorrow on various report factors later on, union square hospitality group chairman danny meyer to talk about the strength of the consumer. holding onto gains so far, dow up 91. haven't fallen below that s&p 500 4,000 level. the yield curve, the biggest inversion since volker ran the fed in the '80s. we'll get the jobs number, obviously, cpi, ppi, the budget today, the battle over the debt ceiling and, of course, the fed meeting. joining us this morning as we said, evercore isi vice chair. i do wonder putting this week into perspective how prescriptive you the fed chair was and how much depends on numbers still to come? >> it's been a crazy week, even by recent standards in terms of fed signals driving the market up, down, left and right i think there's, frankly, a lot of confusion at the end of this. i don't think powell's signaling was partly consistent. what's new is he came out more hawkish than many of us expected he clearly put 50 in play for the next meeting in march. it debate, of course, is whether he was signaling a strong default to do 50 putting in play alongside 25