on black friday and cyber monday. you can see how the markets are reacting. stocks taking a plunge on that news down more than 900 points, the dow combine the with the fed's latest indication, that right hikes aren't going away any time soon. all different factors that could be the reason we're seeing this happen right now in the markets. let's bring in matt egan to walk us through the latest numbers. it seems like every time we get good news we get bad news thrown right back at us. >> yeah, ana, this was an ugly retail sales report. some of the numbers here, retail sales up by 6.5% year over year. that sounds good but this is not adjusted for inflation. we know consumer prices were up by more than 7% so that's adjusted real sales were actually negative. this, though, was the number that got everyone's attention. month over month sales were down by 0.6%. that was unexpected. if you look on the chart here we are, this is the worst number since the end of last year.