let's bring in robinson's -- robertson stephens chief, jeanette garretty. talking about the hugest set of challenges, more challenging than the inflation mandate, going forward for the fed. where do you think they will try to chart this path, given a lot of the unknowns in the banking sector, potential further systemic risk there? jeanette: i think they're going to try to do it all. everything, everywhere all at once is the theme this week in the u.s. that's going to be the issue. i think the inflation numbers today give them some ability that they are going to appreciate to kind of keep on track and do the 25 basis point increase instead of 50. at the same time, the actions by the treasury, fdic and the fed on sunday, u.s. time, in stepping into to calm things down at the svb signature bank, silverlake -- silverpoint failures, which took most of monday to sort out. today seems to have settled in. the combination of those two things puts the fed back on track. that's where the consensus is right now. haidi: even before the implosion of svb, we've been talki