It is partly seasonal but we are seeing a pull back slightly earlier than we normally would.

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Despite the fact that we have had oil price go up to $64, it hasn't derailed corporate profitability, which means that companies are actually finding other ways to become more efficient.

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In the U.S., there are worries there may be a big overshoot (in rates). Earnings are coming in better than expected though so in the long term we are positive on equities.

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