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that down 10 ish a little bit more you 4.32 Jump to 36.96
    CARDINAL 10
five to ten percent now if you look back 4.8 Jump to 50.16
    PERCENT five to ten percent
of move more than ten percent it ends up 4.239 Jump to 54.96
    PERCENT more than ten percent
being about 15 to 20 aside from the 4.399 Jump to 56.96
    CARDINAL about 15 to 20
recession scenario and those 15 to 20 4.561 Jump to 59.199
    CARDINAL those 15 to 20
saw these in 2010 2011 2018 um and you 5.52 Jump to 68.24
    DATE 2010 2011 2018
about late 2018 is that there was a 3.84 Jump to 73.76
different back from 2018 but i think the 4.08 Jump to 82.32
    DATE 2018
from here but that 10 percent the market 3.68 Jump to 95.28
    PERCENT 10 percent
policy error because they're two 3.2 Jump to 133.84
    CARDINAL two
risk the fed is not doing enough 29 said 4.24 Jump to 138.56
    CARDINAL 29
people concerned about inflation but 40 4.8 Jump to 144.48
    CARDINAL 40
over a month ago but 40 percent told us 3.36 Jump to 149.28
    DATE a month ago
    PERCENT 40 percent
40 number has increased and some of the 4.32 Jump to 154.4
    CARDINAL 40
first of all let's look very short term 3.839 Jump to 184.4
    ORDINAL first
industrial space that is often the first 4.321 Jump to 222.159
    ORDINAL first
week and next week well over 200 3.36 Jump to 232.72
    DATE next week
    CARDINAL 200
a second do you think that the market is 8.239 Jump to 251.84
    ORDINAL second
the lesson of 2018 because that was a 3.36 Jump to 272.0
    DATE 2018
first quarter than anybody anticipated 4.48 Jump to 316.24
    DATE first quarter
been around 3.9 percent in terms of real 4.801 Jump to 334.639
    PERCENT around 3.9 percent
takeaways so far julie is number one 4.479 Jump to 400.0
this it's two years into the pandemic 2.88 Jump to 425.039
    DATE two years
fine we actually saw one company say 5.041 Jump to 427.919
    CARDINAL one
interesting to see what happens with one 3.28 Jump to 447.199
queue numbers where we've only got six 3.599 Jump to 448.88
    CARDINAL six
that six percent number holds up and if 3.44 Jump to 457.759
    PERCENT six percent
as one of the more level-headed 3.201 Jump to 476.479
    CARDINAL one
500 target was 50 50 and just given 4.72 Jump to 481.599
    CARDINAL 500
    DATE 50 50
outlook of about seven percent 4.88 Jump to 491.759
    PERCENT about seven percent
so if you look at the 50 50 number it's 4.079 Jump to 494.24
    CARDINAL 50 50
basically a six percent return on the 3.28 Jump to 496.639
    PERCENT six percent
later in the year and i'll give you one 3.359 Jump to 536.48
    DATE the year
it was minus 25.7 it almost got back to 7.2 Jump to 546.16
    CARDINAL minus 25.7
march 2020 lows which were around 28 29 5.761 Jump to 549.279
    DATE march 2020
    CARDINAL around 28 29
minus 10 percent we're obviously far 4.8 Jump to 556.88
    PERCENT minus 10 percent
below that right now markets are up 86 4.799 Jump to 558.72
    CARDINAL 86
of the time on a 12 month forward basis 4.719 Jump to 561.68
    DATE a 12 month
with a 15 average return and if you go 5.76 Jump to 563.519
    CARDINAL 15
back to 2020 we saw net bullishness just 4.56 Jump to 566.399
    DATE 2020
really in the toilet for about three 3.281 Jump to 569.279
    CARDINAL about three
months or about 12 weeks in a row we 4.401 Jump to 570.959
    DATE about 12 weeks
were below that 10 threshold but we got 4.719 Jump to 572.56
    CARDINAL 10