 Look, Kayleigh, I think equities are going to do what equities are going to do. I think equities this year are in a very specific position with respect to what's going on politically with Trump, what's going on, frankly, even with the Fed to a degree. I think it's really an earnings-driven rally here. To me, I think the much more important question for the markets is what's going to happen with the bond market.