eventually is there's still a little bit of discomfort in people who watch the markets. the discomfort is this. yes, you're absolutely right. people are going to have to start paying more to borrow money. that's absolutely true. we're not completely certain why. it could be because of inflation. but the inflation data isn't completely convincing. it could be because of threats that central banks are making. the big things i think in the back of everybody's mind but we do have definite evidence on is are markets concerned about the likelihood the u.s. can sustain its current physical path. i don't think there's a good answer there. that's sort of the thought in the back of everyone's mind. >> the administration often talks about their pro business policies and how good they are for the markets, but think about the budget deal that was passed last night. that would boost spending by $300 billion. you couple that with tax cuts. that could lift the deficit to more than 1 trillion bucks by