Is the Consumer Really Throwing in the Towel?

Timothy Stanley: The data that was important this week, not just CPI, retail sales, if you think about the numbers that were within the numbers, we saw a lot of things according to discretionary that say the consumer really is throwing in the towel. And I just think that Apple right now, which is still 10% above that low that it hit back in the June lows with the market well through. This was the week that the market really decidedly pushed through those June lows. To drop. And I think- You drop. It'll be good news for semis. How the JPM was rewarded for that in today's session.