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biggest customer. so if you're a company and trying to add jobs and you look to europe, if you're a big multinational, you're a little concerned about adding jobs in this environment. the jobs market in general is sluggish. 9.5% unemployment and improvement only because 600,000 people left the job market because they were so frustrated. the housing market is weak. we just don't know whether it's going to find its legs once the government is out of the business of giving people $8,000 to buy a new home. so there's still a lot of questions. and, you know, tony, the stock market went pretty much straight up, right? 80%? now it's gone pretty much straight down for two months. it has not been easy if you have been watching stocks. but what the stock market is telling us is that the best kind of global recovery was priced into the scenario. and now there are questions about whether it will be a solid and durable global recovery. >> i'm just trying to think, as you're speaking here, i'm trying to figure out what sectors -- you know, lead us out of this. manufacturing helped millions of americans get into the middle

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