it doesn t seem like it is a hike in rates b should it be? this. they re definitely not going to start raising interest rates until they stop buying bonds. neil: exactly. take heart. there are five things that got us to these record, record highs in the markets. [audio difficulty] accelerating inflation, accelerating corporate profits, historical fiscal stimulus and historical monetary stimulus. and with the exception of the fed, the other four are softening. early indicators because, of course, markets like to price things in really far in advance, remember, by the time those economic data prints come out, markets are pricing in what s next, what s next, what s next. markets started buying inflation and the reopening in november. so lumber just sold off 40%. there is enthusiasm buying, you know, 20-year bonds, and the dollar has had a reversal. so there are some traders that