still with us is marija from state street bank. marija, you are bullish on u.s. equities. trying to delink growing growth from the earnings story. just unpack that for us. marija: yeah, i think that's the really exciting part of markets right now. we're potentially seeing growth. i wouldn't worry about economic growth. you probably always expect to give basic tax and things like that. it's not like we're collapsing. in terms of earnings growth, we see important factors. one, analyst earnings forecast. they continue to bear great for this year, the next year, the year after. cyclical textures, cyclical regions, and stock analysts see this recovery continue. we're not seeing any signs of peaking yet. so that's quite interesting. and i expect a lot of this has to do with the idea the stock market is a lot more manufacturing, good oriented, as opposed to a service oriented economy in general. so one of the concerns about peaking is coming from covid variants. people have to stay home a bit more. that hits the economy far more than stockmarkets. the stock market is more global,