Uh joining us now, Sat Sethy, uh DCLA managing partner and a CNBC contributor. Sirat, thanks for being here today. Good morning to you, sir.Um as we think about the markets heading into next year, we talk about the benefit of taxes and and the one big beautiful bill act ultimately trickling down into consumers uh bank accounts in terms of tax refunds and benefits. Uh how much of that is already priced into the the markets that we're seeing right now. >> I think you're seeing some of it, Leslie.The markets a ...