We're back to focusing on whether the economy has slowed.
Now the odds are 85 percent that the Fed will move again.
There's optimism in the marketplace that the Fed will be finished for the rest of the year.
The big question becomes two or three months from now.
I don't think the outlook on the economy has changed dramatically after those numbers.
The equity slide is propping up the bond market.
The driving factor is indeed the Enron story.