. >> certainly one of the conversations last week was with ross stevens at stoneridge about all the institutional money. so i i'm sure we'll talk more about this in the weeks and months to come thanks for joining us. >> thanks for having me. >>> coming up, stocks powering higher an janet yell enset with the stimulus package, it could return to full employment by next year. we'll have more on that. >>> another good sign for the recovery coronavirus cases are on the decline as the vaccine roll-out continues, but with new variants taking hd,ol are there roadblocks ahead more "power lunch" after this. >>> welcome back, they all hit intraday record highs. for more on what's driving this action, bob? >> a broad rally, but it's what we call the reflation trade. new highs. the russell 2000 even, and that's very, very important. what you're seeing here is what we call the reflation trade. it's a tendency for cyclical stocks and small-cap stocks to outperform when the economic is expanding or there is a belief the economy is expanding industrials, materials all doing better that's the reflation trade this