Michael Kuchins: What is really shifted? Because we've seen the market, the sand b 500, higher to the tune of about six % just in a few weeks. But i think that's also looking in the rear view mirror. Look at today's consumer confidence data, for example, that was supposed to be down, but it actually was up. And i think we'll start to see a pickup in economic data, which is why investors have been buying the dips.

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