we're going to talk with commodities king dennis gartman at the top of next hour. >> i wonder what all that means in light of equity markets. once again, fair is foul and foul is fair. is oil going up good or bad for the stock market? do we want commodities to bounce? do we worry about inflation? >> probably want some stability. >> but they said probably stale volatile. i think since friday, since that great job number we had, markets struggled to close higher on friday, but they did. yesterday struggled to close higher. the nasdaq did. i'm starting to feel like now that we're -- it's the first time we've had 100% likelihood. oh, no, we could double interest rates at some point this year. we could go up another quarter point to half a percent. but these traders, they're like, oh, no, the fed might act. the pausing cycle on the tightening phase that we've been in, this horrific tightening phase. >> but you have to put it in context with the ecb. it's relative to the rest of the world. >> unfortunately, we've imported their lousy economic system in europe, which is causing negative rates