our guest host, david bianco, is here.>> up 0.5, ex-transportation up 0.9%. lower on expectations, becky. but a good ex-transportation number. and an upward revision on the whole number last month from 3% to 3.9%. taken as a package, a pretty good number. >> pretty good number, but there have been other things happening in the bond market that have really caught your attention over the last couple of days. >> you bet. and they're still going on. the rates rose a little bit before the numbers. so not really a big reaction in the bond market since it printed, but rates are up and the five and ten-year note are on the low of the session. we have to watch that. it's just not the nogovernment issuing now, it's everybody who can try and jam through the window. it's the debt markets that will be the big story today. >> the debt markets are going to be the big story when you add the fitch downgrade of portugal, what does that mean? >> well, they're only downgraded them to where everything else is actually trading on a market-based