Morning. Semiconductors outperforming and Cloud Computing etf on best had its best days since early august meanwhile, faang, amazon, the largest megacap winner, but dee, this is a rally of the fisty. Affirm and peloton up 12 and affirm and shopify and bitcoin above 20k, up 3 no question that whats leading this is the stuff that investors, over the past couple of months, several weeks have gotten very queasy about yeah. Those macro themes is what youre pointing to the riskier rally, the unprofitable and the rally of the growth and whatever you want to call it and its beaten down names and the macro backdrop and you have the tenyear yield 3. 6 and the twoyear getting close to 3. 4 and carl, the fed isnt quite focused on inflation as much as it is the job market for the next moves some positive signs and remember they werent as bad as some were expecting and there was a relief rally and she continues on the dip so well see what she has to say about it bank of australia hiking not as much.