really smart guys on set with us. >> i brought them in. >> regarding economics. >> that's a change. >> can we go through the first story, and then i really want to talk to steve and andy and get david's political take on what's happening to the markets and what's happening in the u.s. economy and whether this means that the great deleveraging has begun. >> okay. that's why we brought you back in, rattner. global markets stabilized overnight after a two-day selloff that has just about everybody rattled. stocks, bonds, and commodity prices around the world were down, a sign global investors may not share the same confidence in the economic recoveries athe u.s. federal reserve. stateside, the dow, s&p, and nasdaq dropped by more than 2%, the largest one-day decline since november of 2011. over the past two days, the u.s. markets wiped out all of its gains since may. joe? >> yeah, so let me ask you, steve rattner, whether you get