It sounds like it's pretty much what we'd expected at this point. But everybody is still worried about how long the consumer can sustain the economy. So the fact they are only up a tenth of a percent, people are beginning to worry whether the consumers are really going to slow down, and the economy with it.

All of the normal sectors were people beginning to worry about interest rates and about future profitability and future growth, they really dropped.

I think that some people are waiting to see whether the market is beginning to indicate one way or the other, whether the Fed will do something different. So there's money on the sidelines right now.

People are beginning to think that we've seen the worst of the pre-announcements and missing forecast news. There's also increasing speculation that the Fed will cut interest rates by one-half a percent on Wednesday.