let's ask gabrielle santos. what do you think about this week, last week was rough. do you think the worse is behind us? >> i think there are two separate things going on. the first was the initial macro driven correction we saw in stocks that affected a multitude of sectors related to interest rate volatility related to inflation, expectations overshooting. related to the move higher in oil and the dollar. i think early signs that that one has run its course if you look at fed rate expectations for this year, quite hawkish, and the performance of equal weight on friday doing better. so that has run quite a long way. but this week it's game time for the second bit of the story, which is more around megacap technology related to earnings and initial signs that great is not goodenough given valuations positioning and sentiment. this week will be a key week for that one. >> you think this was a comeuppance? the market brushed that off, the bond market got there and stocks have taken a bit. is that what this is? >> this is all about the interest rate volatility. the firs