 initial claims are up, jolts were weak, ADP weak. So nonfarm payrolls today, with the revisions, I thought was very soft. Not a surprise, based on all the other data points that I just mentioned. But we're seeing a slowdown in the economy, and that's helping inflation. But we better not slow anymore, because then we're going to be in real problem territory. Hightower's Stephanie Link on CNBC.