The Market's Response as Was More Than It Should Have Been

I thought the comments were in line with expectations, and i thought the market's response as was more than it should have been. The things that were encouraging to day were, i'm going to go back to semi conductors, they're up over 2%. We're looking for leadership. Semi conductors have out performed the s and p by seven and a half % over the last seven days. That's very good. You can make an ar that higher rates are actually also good, not at the low end, but at the longer end. And red in july, to me, is where i think we are going to get e base case is 75. Base case, implying that