We're in a funny space. Too much good news is not good news because the market worries about the Fed.
You've got interest rates on your side, inflation on your side. Earnings look good in the second quarter and we think they will be good for the balance of the year. We don't see the indicators to suggest we've got problems at this point.
You've got good home sales figures showing some decent economic growth, and you've got crude oil prices up. You put those together, and that creates worries that the Fed is going to keep going on rates.