 So the rate cut obviously would be predicated on the notion that there is a slower growth going on. Earnings start tomorrow. We'll hear from Pepsi, one of the names, Delta Airlines, another, and then the big banks on Friday. Obviously, that will be key. Is there the risk as these companies begin to report and then offer guidance on the future that the street is going to have to adjust expectations of future earnings growth given a slower growth rate for the overall economy?