Joining us here at Post 9 this morning is Barkclay's head of US equity strategy Venu Krishna. It's always good to have you in Venu. Welcome.Thank you. What do you what do you mean by material. Well, so far we haven't seen the impact of tariffs and if you recollect compared to the beginning of the year, the reason we cut our numbers by roughly $10 for S&P is that we felt that uh tariffs are here to stay.What we're debating is the magnitude and what areas are impacted and net that we in our view has about a $ ...