The economic numbers have been strong and the market has traded off them since last week.

The market, at least for the time being, has been a liquidating market.

I think that we are over the recession. We have positive GDP, employment is stabilizing and the purchasing managing index seems to be going up. It seems like the economy is back on track.

It's a really light trade, I don't think you're going to have to read too much into it. People are very cautious.