consumers are about to run into a brick wall, and manufacturers are facing a perfectly negative storm. consumer income has not kept up with food prices that are trading higher, with the fuel prices that are trading higher. job gains have not had any traction at all. we see a better report here and there, but the labor data from the bureau of labor statistics is all manufactured. we have seasonal adjustments that really make you wonder whether these job gains are real at all. beyond that, neil, manufacturing has been has lead out recovery. what is happening to manufacturers? they have higher input costs. the same food and fuel prices our traders are facing. china and europe are all slowing down marketly. we look at the philly fed manufacturing, it is down and negative. we look at the new york manufacturing. it is down and negative. this was the leader of our economic recovery. it is no longer happening, and the consumers are going to get hit.