worth pointing out that the hsi, the subindex was at its highest since mid-december. we get the feeling that all these markets are in something of a holding pattern and they're treading quite cautiously. so we get a bit more clarity on where we stand with the u.s. data, of course, with the nonfarm payrolls at the the end of the week, ross. >> yep. big data week to get through. sri, for now, thanks. catch you a little later. we sort of match today. that's good. you got the memo. >> great minds think alike, sir. >> they certainly do. and if i find a great mind, i'll let you know. and in fact we're joined by one now, andrew goldburg from jpmorgan asset management. good to see you. >> you, too. >> stocks up at a three. week high here in europe. we've climbed lots of worries. kind of flat, though, on the year. >> yeah, kind of flat. it's funny, going into the year, we're still there. but overweight relative to the safe stuff. the tart of the year didn't go that way. it's important to remember that's going to happen. it's okay. this cycle is going to be a little different w