let's get right to the floor show to discuss all of it, george wall and larry shover. larry, first to you on this big number. what the heck happened to the job market in the month of august? was it delta? was it the unemployment benefits that are still being thrown out there to americans? what was it, sir? >> you know, i think the answer is, yes, to both of them. we continue to hear about supply disruptions which are real, we hear about 11.6 million americans still receiving some sort of benefit, there's 10 million job openings out there. so it's been challenging. the fact of the matter is, as bad as the report was, if we look at the next report that came out, is ism service subcomponent, that was basically unchanged. so to me, it's saying the supply disruption and dislocations, and we saw that play out today especially in the treasury market. cheryl george, one of the things we saw going9 into the report this morning, we knew based on data that we were seeing a slowdown in spend when it comes to airline tickets, restaurants and, again, leisure and hospitality jobs comi