Introduction

Dan Nathan: It's a funny week. We spent some time yesterday talking about the market's reaction to the December jobs data, and it followed through yesterday, gave up most of it. Jamie Diamond, CEO of JPMorgan's Peking Common, one of the headlines I saw this morning was that fidelity. The only thing that's interesting when you have a lot of individuals like that in the markets who know that increased inflation fighting after all of the tightening that we saw last year is only going to weigh on risk assets. So they must see something that they're a bit worried about.