michael gapen joins from barclays. his kind of data solidify a barclays call for buoyant economic growth? michael: it certainly does help. we are looking for growth to be solid this year and what this tells you is when fiscal stimulus arrives to household balance sheets it does get turned around fairly quickly and materializes in economic activity. this is largely attributable to the aid package packed at the end of last year. we suspect will be getting around a $1.5 trillion aid package by the middle to the end of march. this means we should see a rapid acceleration in demand and household spending as we move into the second quarter, which could be continued if vaccinations continue apace and mobility recovers over time. it does confirm our expectations about growth for this year, at least initially. there is 11 more months to go. lisa: can you connect retail sales and a one month pop after passing a stimulus plan to longer term growth? how neat is that line? michael: i would not say it is entirely neat. there are a li