dave, keith, and rick, i'm going to start with you, in fact, given the fact u.s.ts are flat as we approach the close, talk about the dollar this week, which is closing nicely higher for the week as a whole, 1.5% or 1.6% stronger again today is that because of factors like u.s. gdp or other currencies like in the u.k. are weak in their own right? >> i don't think it's the former as much or issue of gdp. as a matter of fact, if you look at the early session for the dollar index, it was trading darn close to 92, up there since the second week of january it fell a bit at 91.5, but at 9 1.5, we settled at 90 last week, you think changed on the day, and my personal feeling is with the two-year note curve passing 2.5%, oversimple terms, it's darn hard to finance a short dollar position without pain it's expensive to me, that with the variety of other factors, the moderation that mario draghi talked in the press conference being pronou e pronounced and nerve racking in europe where they have not even begun any central bank major normalization of any significance, i think