00:00We're at a moment, Sarah, where, generally speaking, you know, the consumer is still pretty resilient, the economy is performing
00:06well, we have an enormous investment cycle that's obviously contributing to growth and activity, and the thing I'd highlight that
00:13I know you've been focused on is the level of earnings growth has really been extraordinary, and that's been a
00:18big tailwind for the market and for the economy, and so, you know, I think things are set up pretty
00:23well and are quite constructive.
00:24Now, it's not a straight line. There are obviously bumps and headwinds from the situation in the Middle East. I
00:30think trade policy and tariffs is also, you know, a headwind to some degree, but we worked through all of
00:36that, and the thing that I'm excited about is if I step back and take a longer lens and start
00:41thinking about the next five to ten years, I think with AI being developed into the economy and the enterprise,
00:47and that won't be a straight line either, but the productivity opportunity, the productivity gains actually gives us a real
00:53opportunity to run into the economy.
00:54We run at a higher growth rate, you know, as we move forward.
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