Uh, as we talk about the broader markets, let's bring in Rebecca Patterson, senior fellow at the Council on Foreign Relations and former chief investment strategist at Bridgewwater Associates. She also co-hosts a new weekly podcast on global macro events called the spillover. Congratulations on that.Good to see you, Rebecca. >> Thanks. >> Um, so how are you assessing the situation here.Obviously, the duration of this pause has not really calmed markets because there's a cumulative effect of the supply disru ...