The Resilience of the Economy

After 14 beats in payrolls in a row, I think people probably expect another beat in payrolls. So we've had two claims numbers this month that were worse, 260, 270,. And that's why I think the estimates are low. I don't think payrolls need to miss by a lot. I think even if they come in like 180, 190, it's going to set off the reversal.