It is a broadly weaker dollar story but it is by stocks, sell bonds. Yields move higher by two basis points. Crude up by 1 despite the fact that opec again upgrades its not opec supply forecast for 2018. Checking in your safety traits, you get a feel for the market is. Dollar lower. That is one of the changes. You wind up having a selloff over europe. The vix a little study. David it is time for the morning brief. At 8 00, the white house is going to be releasing an intersection plan. At 11 30, the administration will post its budget blueprint online. 240 billion for sixmonth bill. First of all, markets, are they stabilizing . The inflation fears. Are they justified . We are going to get a hint when we get the cpi numbers. Its a straight spike. Interest rate spike. A warning on the Interest Rates. Abramovitz, just a look at positioning in the market. Come inside the bloomberg. S p net positions. You are looking at the vix. You can see the stock reversal. We start with a record high and