 sustainable consumption demand has been in the U.S., especially in this particular cycle. Spending has been very, very sustained and that has upended recession calls that have been on the horizon over the last 18 months. We at Wells Fargo do not expect a significant recession at all or even a significant contraction in U.S. growth even for one quarter. And consumption strength is a key driver of that. And how that also plays into the broader markets is that