Commodities and the Economic Cycle

Liz, let's talk a little bit about commodities here because again, this seems to be one that has been really, it flies in line with what we're seeing in the CPI readings coming down. And so I'm just curious, like when you think about what Lenara's going to report this week, we've had some really strong numbers. So talk to us how commodity prices are factoring into some of the things that you're thinking about and how you might get more constructive on different areas of the economy. LZ: The theme right now with commodities is that they're telling you that we're not in a cyclical expansion. You can look at copper. It's going

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