shann shannon, what do you see >> i see the argument that we can continue to see upside here. i think we start to see this shift to cyclicals dh i think is one of the things we have been looking to to support the overall health higher. however, i also see slowing in some of the economic factors that we have experienced. if you look at it from the perspective of the fed being able to do as much as it can possibly do from a monetary perspective, i'm concerned that we see a slowing of the economy next year, and that we need fiscal stimulus to pull us out of a recession. therefore, i feel like we're in a position that you cannot, you know, discount the fact that we have seen slowing in the manufacturing side of the economy. that could pour over to the consumer y. do think, however, that we are probably poised for additional upside given the fact that that is what we would see in a typical market cycle. >> you have your 50 basis points, 25 on july 31. you have another 25 a couple days ago. you have intensification in the rhetoric between the chinese and the u.s. we had an event sur