kim wallace there. priorities of the trump administration may be colliding with the thoughts of the bond bulls out there who got excited at the words of scott bessent early this week. no taxes on tips. no taxes on social security. no taxes on overtime pay. renew the middle crime -- renew the tax cuts. there will be tax cuts for major american products as well. that is a long list. annmarie: it is a lot of money. chris verrone's point is what are they looking at the potentially pushed back on their spending plans? is it going to the bond market that ends up having a seat at the table and says this is too much for the deficit? lisa: this is why it is so hard for analysts to have any conclusion. on the one hand you have the sweet words of scott bessent saying that if you look at the bond market that will be the ultimate check on what we are trying to do. if trump's policies go into effect, you will get disinflationary growth. on the other side you have a lot -- we have these priorities and we can tolerate