we do that with isabelle mateos y lago. sri-kumar. a tapestry of thought. buys for been -- you do not 3% trump growth? and wei do not buy that, are starting to see signs of that happen with the retail sales numbers we saw, sharply down, in yesterday's industrial production number. it was expected to rise. withu had the situation the fed continuing to increase interest rates, i do not think the economy can stand 3%, let alone 4%, and you are talking about slower economic growth. tom: do you agree, or d you take a more optimistic look? isabelle: perhaps we lack imagination, but we are quite bullish about u.s. growth, in large part thanks to the fiscal stimulus, the combination of tax cuts and higher spending. growthct both u.s. gdp -- a boost in u.s. gdp growth as much as 1% this year, which is quite significant. the indicators, we are tracking their real-time date -- the real-time data. they are suggesting we are on a path for that, and stronger momentum on the consumer side, on the corporate side, for the first time. if you listen to